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Best financial advisors in Gaithersburg, MD

Registered advisers within 25 miles of Gaithersburg, MD.

Offices
2,025
Firms
802
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,011,796 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

TOTH FINANCIAL ADVISORY CORP
BLUEPRINT WEALTH MANAGEMENT INC.
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
CADENCE PLANNING, LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
TOFINO CAPITAL MANAGEMENT, LLC

Investors

THOMAS ALBERT BOWMAN
KEVIN WILLIAM ARBOGAST
Todd Owen Pettibon
Jordan Bryant Sorrenti
Joseph Adam Scanlan
WESLEY SCOT KABANCE
KENNETH JACKSON BOWEN
Stephanie Elizabeth Muskovac
THOMAS ANDREW TOTH
BRAWN CURTIS SPROUL
JORDAN SCHMUCHER WILSON
Conor Joseph Mullee
DAVID SCOTT ASHER
Chong Woon Kim
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang
JIANMIN YOU
Eduardo BILAGOT Solang
JOEL ALBERT
Christian Edwards-Saliu
S. PAULINA LEE NEMEC
Matthew Peter Lincoln
JOSEPH JOHN CASSELLA
Vicki L Studt
EDWIN AYALA
KEITH ALAN HOOVER
BIODUN OLUWATOYIN AYO-DUROJAIYE
STACY ANN ALLGOOD SMITH
COURTNEY MICHELLE ABRECHT
GARY RAYMOND BARNES
MATTHEW SMOLSKY
TIMOTHY ANDREW DURAY
ALLEN THOMPSON TEFFT
ELIZABETH EUGENIA SULLIVAN
SHARON SUE MEYER
COLLEEN MARIE STUTZ
DEBORAH LORRAINE LEWIS
Michael P Wilber
Lindsay Veleber

Within 25 miles of Gaithersburg, MD, Best Investors lists 802 registered investment advisory firms with 2,025 offices nearby, managing about $21.5T in combined regulatory AUM across 4,011,796 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 Gaithersburg

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