What departments does Berman McAleer, LLC have?

Berman McAleer, LLC has employees across 4 departments including Education, Finance, Support, Administrative.

What is the largest department at Berman McAleer, LLC?

The largest department at Berman McAleer, LLC is Education with 3 employees.

Where are Berman McAleer, LLC employees located globally?

Berman McAleer, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Berman McAleer, LLC's team size changed over time?

Berman McAleer, LLC's team has decreased from approximately 31 to 27 employees based on available data.

Berman McAleer, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Berman McAleer, LLC is an independent wealth management firm based in Timonium, Maryland, with an additional office in New York. It serves a select group of families, focusing on their total financial well-being and long-term financial security. The firm restricts new client intake, having closed to new clients on multiple occasions to keep client interests aligned. Advisors are salaried rather than incentivized by production or assets, and the firm avoids proprietary products or accounts.

Investment advisory services are provided through Berman McAleer, LLC d.b.a. Berman McAleer, a Registered Investment Adviser, and the firm is independently owned and operated; insurance services come from unaffiliated carriers, and no tax or legal advice is offered. Recent recognition includes David Berman being named a 2025 Forbes Best-in-State Wealth Advisor, and the firm having previously been named the Baltimore area's Best Place to Work in 2022.

Berman McAleer, LLC Global Highlights

North America
45

United States Of America
45

Berman McAleer, LLC's Leadership

P. M.
Partner & Director Of Wealth Management
Mobile Phone
Email
D. C.
Partner & Director Of Investment Management
Mobile Phone
Email
S. M.
Partner & Director Of Communications
Mobile Phone
Email
M. H.
Partner
Mobile Phone
Email
A. M.
Partner
Mobile Phone
Email
A. C.
Equity Partner
Mobile Phone
Email
D. C.
Partner & Director Of Investment Management
Mobile Phone
Email
W. B.
Partner
Mobile Phone
Email

Berman McAleer, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Branding
Community & Social Services
Finance
Human Resources
Other

Contact profiles from Berman McAleer, LLC

Name

Title

Contact

Location

Last Update

B. M.
Principal
Mobile Phone
Email
Oct 22, 2024
C. B.
Principal - Wealth Management
Mobile Phone
Email
Oct 17, 2024
D. C.
Principal
Mobile Phone
Email
Oct 21, 2024
G. B.
Investment Management Associate
Mobile Phone
Email
Oct 16, 2024
J. C.
Client Service Associate
Mobile Phone
Email
Oct 16, 2024
J. C.
Receptionist And Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
K. D.
Registered Client Service Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Berman McAleer, LLC known for?

Berman McAleer, LLC was founded in 2002 and operates in the Financial Services industry. Explore Berman McAleer, LLC's company overview page for more information.

What is Berman McAleer, LLC's most common email format?

Berman McAleer, LLC employees' email format typically follows the pattern of FLast@bmcplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Berman McAleer, LLC email formats with LeadIQ.

How many employees does Berman McAleer, LLC have currently?

Berman McAleer, LLC has approximately 30 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Berman McAleer, LLC's key employees and leadership?

As of September 2026, Berman McAleer, LLC's key employees include:

Partner & Director Of Wealth Management: P. M.
Partner & Director Of Investment Management: D. C.
Partner & Director Of Communications: S. M.
Partner: M. H.
Partner: A. M.

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Berman McAleer, LLC Employee Directory

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