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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

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MAI CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
BERG FAIRCLOTH INVESTMENT ADVISORS
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
NORTHSTAR WEALTH MANAGEMENT, INC.
MCAS
INDEPENDENT FINANCIAL GROUP, LLC
CERITY PARTNERS LLC

Investors

Nathan Colin McLaughlin
CINAWAYE DONYALE ELIVERT
Arturo Romo
CHRISTOPHER BRIAN
Patrick Daniel Tessier
Joshua Clark Cohen
Caroline Virginia Ludwick
JOHN MALCOLM MULLIS
FRIDTJOV MARKUSSEN
ANGELA MULLIS BENDER
Matthew Albritton
BRETT DOUGLAS BENDER
TUCKER RYAN HOLT
ASHLEY LAKEN BARBER
Sean Strock McCarthy
James Morrison Ventrelli
Kevin Thomas Brown
Luke Christopher Estep
LUKE JACKSON
Alexis Margaret Peed
MARK DOUGLAS KUTZ
CARRIE MARIE Skinner
Michael Imoh
Carlos Osvaldo Fonseca-Rodriguez
JENNIFER ANN KUTCHEY
Joshua Martin Sacks
GREGORY ALAN LOWE
BRADLEY ALAN WILLIAMS
HAROLD ALAN LOWE
DAVID LAURENCE KASTEN
J.BRADY GRYGROWSKI
CHRISTOPHER JOHN BIDDISON
KENNETH MATTHEW HANDY
LEO Michael MERCER
Connor Edward Rebele
Charles Robert Hanley
Alexa Leigh Fleming
Sela Siloe Furutan
YOUNG GYU HWANG
JAMES C. FARALLY
DARREN JAMES BUSH
ANNE GREENBLATT LONDON
GREGORY PAUL SALVUCCI
ALEXANDER MASON THOMAS
DAVID FRANCIS WHITE
Kevin Dean Cook
Andrew Miller
Wylie Carew Rice
Adrian Manuel Peralta
Thomas Connor Howes
Alicia Mosebrook
Samuel Ethan Daniels
Alan Joseph Brennan
Casey Alexander Domanski
Samuel Ian Downs
Noah Riley Bergey
Raymond Edward Sutton
Tyler Thomas
Carson Henry
Alexander Michael Rice
Aaron Michael Shapo
Griffin Michael Siegfried
Gavin Alwine
Xander Thomas Bauguess
ALLISON Ann BONNAR
Robert Holland
Nils Kristian Nilsen
Andrew Paul Gordon
Ronnie Rounds
Jourdan Smith
RUSSELL STEVEN STALEY
CHRISTOPHER MICHAEL MOONEY
DANIEL P ROONER
DAVID LEE BAKER
OMAR STEVEN JENNINGS
JOHN T ROHE
AARON EDWARD LEKARZ
SHANNON NICOLE FRADY
Michael Anthony Belfiore
Michael Stephen Girard
ALEXIS Marie DONOVAN
SARA Marie BOVE
Andres Alberto Lopez
Benjamin Claffee
JEFFREY TINDALL
Zachary Aaron Snyder
Ethan Kozel
Riley David Ahlquist
Jacob Steven Scarbath
JAMES ALEXANDER MCDONALD
RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH
Upinder K Chandhok
Matthew J Tew
DEANDRE LAMONTE CAMMARATA
Brennan N Nelson
ROBERT ALAN HARSCHEID
XINGE Zhang
Jeanette May Lehner
Kounian Ding
JEAN-ELIZABETH NEMPHOS HUBBARD
KEVIN QUAY WILLIAMS
ALAA KHASHAN
ANGELA MARIE LARKIN
Brandon Jeromy Gromadzki

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