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Best financial advisors in Kensington, MD

Registered advisers within 25 miles of Kensington, MD.

Offices
1,973
Firms
798
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,564 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
FIRST COMMAND ADVISORY SERVICES
WILLIAMS ASSET MANAGEMENT
LPL FINANCIAL LLC
VICUS CAPITAL, INC.
LYNX INVESTMENT ADVISORY, LLC
ALPHA DNA INVESTMENT MANAGEMENT
CLARION WEALTH MANAGEMENT PARTNERS

Investors

JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JAMIE LAMAR PRICE
BHAVIK VIKRAM HUKMANI
Kameliya A Nikolova
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang
JIANMIN YOU
Eduardo BILAGOT Solang
ALEXANDER HO LIM
STEVEN ALEXANDER LIM
Stephen Yee Shin Tan
Christopher Sheldon Kaiser
KEVIN QUAY WILLIAMS
William Robert Carter
Jason Vaughn
Harvey Leroy Pullen
Justin Lynn Beers
Gavin Paul Walter
Brian Scott McKinney
DUNCAN SHAWN MCCALL
GARY STUART WILLIAMS
GEORGE THOMAS WATSON
KARISSA NICOLE GOESSL
Ryan Thomas Henry
Zachary Creed Scott
DENNIS GARY REISHER
CHRIS HOLCOMB
TATYANA MOYSEEVNA BUNICH
ROGER SUDHIR DESAI
Peter Metodiev Pavlov
Roderick John Fertig
Nicholas Hart
Christian Robert Polito
Kelly Leann Conner Haslbeck
DAVID WILLIAM YOUNG

Within 25 miles of Kensington, MD, Best Investors lists 798 registered investment advisory firms with 1,973 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,564 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 Kensington

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