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Best financial advisors in Bethesda, MD

Registered advisers within 25 miles of Bethesda, MD.

Offices
2,016
Firms
819
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,446 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MUNICAP INC.
LPL FINANCIAL LLC
CAPTRUST
LIFEMARK SECURITIES CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NOBLEBRIDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
AMERICAN EXECUTIVE ADVISORS, LLC
CLARION WEALTH MANAGEMENT PARTNERS
ROBERT W. BAIRD & CO. INCORPORATED
ARKADIOS WEALTH ADVISORS
EAGLE STRATEGIES LLC
EDWARD JONES

Investors

ROBERT LEE DAVIS
KEENAN SHANE RICE
JACKIE L ABRAHAM
KELLY CHRISTINE EFFLAND
Erfan Abral
Jacob Astalos
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
ALPHONSO HOUSTON
Mohammad Akram Abusbeitan
Muhammad Akmal Khan
STUART ALAN RAINER
DONALD DENNIS LYNCH
Agaitha Mae Allen
ERNEST BURLEY
Dennis Amechi Oparaugo
DEREK MICHAEL OTREMBA
PATRICIA MARIE CAGE
Michael Patrick Casey
Nicholas Hart
Christian Robert Polito
Kelly Leann Conner Haslbeck
DAVID WILLIAM YOUNG
Saro E Gahima
William BRANDON CORSO
MARIAH DEHAVEN
KENNETH MALCOLM MURRAY III
DARRELL DOWLING REYNARD
MARY ANTONIA WALLACK
JOSHUA SCOTT ROBERTS
ROBERT MICHAEL SARGENT
JUSTIN LEE MARTIN
MICHAEL HUSTON TORREY
JEROME CHARLES PRENTICE
Christopher Sheldon Kaiser

Within 25 miles of Bethesda, MD, Best Investors lists 819 registered investment advisory firms with 2,016 offices nearby, managing about $21.6T in combined regulatory AUM across 4,010,446 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bethesda

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM