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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JPB PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
QUESTMARK MANAGEMENT COMPANY, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
STONEBROOK INVESTMENT, LLC
ADVOCATE INVESTING SERVICES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
BERG FAIRCLOTH INVESTMENT ADVISORS

Investors

TOMOLYN TARAYOS HARRIS
YONG J LEE
David Neal Greeley
Christopher Michael Sheeler
KAYLA J RAINER
KYLE EUGENE BELL
THIENKIM LY TRINH
JUAN PABLO URIBE
KEVIN MCCALL
KATHERINE JANE JARGO
DYWANE ALBERTO HALL
MARK BURKHARDT
MAMIE YUHUA CHU LIU
STEPHEN THOMAS KODA
RICHARD THOMAS ANDREWS
JOSEPH RAYMOND GALLAGHER
Riley David Ahlquist
YONAS SHIFERAW DEMEKE
KENNETH K LIU
DAVID LAMON WARNER
Whitney Walls
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
JAMES CHARLES POLUCHA
Michael Imoh
David Alfred Holloway
LAUREN Juliano CONKRIGHT
RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH

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