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Best financial advisors in Montgomery Village, MD

Registered advisers within 25 miles of Montgomery Village, MD.

Offices
2,002
Firms
800
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

STRATEGIC ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
CRESSET ASSET MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
POINTOAK RETIREMENT ADVISORS
OLIO FINANCIAL PLANNING
BLUE DELTA CAPITAL PARTNERS, LLC
AZTLAN EQUITY MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
AWANI CAPITAL MANAGEMENT LP
TRUIST ADVISORY SERVICES, INC.

Investors

CHRISTOPHER J THOMPSON
WILLIAM FROGALE
JOSEPH ALTSCHULER
DIEGO FIGUEROA
ALEXANDER MARTIN NEISHELL
ESTERLYN FERNANDEZ
ANNE K. BYERLY
ROBERT PATRICK TIGANI
THOMAS GERSTENSCHLAGER
CHANNING BLEVINS
RYAN M SEWARD
LUKE CULLEN
JOSEPH LEO BARTOSIC
JACK GILL
KAMILLE LARRABEE
ZACHARY GAINES PLASTER
DUNCAN A MCCLURE
REZA KHADIRI
Gregory Joseph Eftink
MELANIE KELLY
ANDREA B VICE
KANAD S TIWARI
KHALIL SIMON ANDRAOS
Stephen Randle Jones
James Prassel FitzGerald
JOSEPH KEVIN ROBINSON
SUSAN BERESFORD SHIELDS
DOUGLAS STUART WALKER
DAVID WILLIAM MEAD
Brian Arezzo
JACQUELINE S TERRY
English Griffith Koontz
Jennifer Dianne Malone
MARY BETH CHAVEZ
Patrick M Bischoff
Michael R Long
SUSAN ELLEN PRINCE
Brian Raymond Chirles
JENNIFER MARIE ABATE
SERENA ANGELIQUE DUPUY
JOHN LUDDEN BOCEK
MICHAEL ROBERT KRAMER
SAMANTHA CAFFERTY
Christine Frances Papadopoulos
JOSEPH Malcolm BUCHY
Rebecca Ellen Morello
Tessa Barrett
Christopher J Neary
Eric Macdonnell
ANDREW THOMAS GREENE
Richard LEE Morrison
TIMOTHY PATRICK NEARY
Elizabeth B Cole
JONATHAN HUBAY METCALFE
BRANDON POTEET
ADAM J SEARLE
Jaclyn R Hackett
TARA A BONILLA
Randen T Brown
Noah Wiggins
JOHN FRANKLIN SWART
W. Keats Nicoll
GREGORY LUCKY NERANTZIS
BRIAN CHRISTOPHER MURRAY
KYLE SCALLION
Dante Deshe Lavender
Pamela Gonzalez
Jahaad Joseph Martin
MOUNIR BENBATOUL
Stephen J Foki
CAROLYN LOUISE BIZILIA
PAUL FRANK LUEBBE
ANOTHEP ANTHONY PHIMMASONE
SEAN PATRICK KEARNS
Luc Christopher Sebrechts
James Justin Tringali
AZAN ENRICO PIPERNO
DAVID STEVEN RASDOLSKY
Eric Paul Cherkauskas
Michael J McShea
PAULA WESOLOWSKI MICHAELS
BRADFORD C JETER
AMANDA RAE PLONSKI
STEPHEN HERMAN BERARDI
BRIAN THOMAS SUTO
Mohammad Reza Aboudi
RASHAD HAMES
Brendan Morahan
DAVID RONALD HURST
MATTHEW BRENDAN KELLY
ROBERT MICHAEL FREDDINO
Sean G Romero
MCKAY BRADLEY MERTZ
Dylan Herrmann
LOGAN PATRICK RYAN
Alex Yingfan Li
JESSE ARMAS CAMPION
Nathan C Parrish
John Tyler Moriarty
Joseph Adam Bridge
Jordan Bonanno
BRIAN SANDER
MICHAEL JEFFREY KORNEGAY
Scott Bradley Wilson
Nathan Michael Hellman
Helen Jenniferlyn McCall
LOGAN WAHRENBERGER
Rachel Sarah Nelliot
Oluwarotimi Odutola
KATHERINE HALL NORTON
RODNEY WAYMAN TULL
SHANE THOMAS MCLAUGHLIN
JUSTIN GRAHAM GORMLEY
TROY MICHAEL COCHRAN
ELZARA SHUKUROVA
ADRIAN ALBERTO ORTEGA
SARA SHARRA
MASIHULLAH NAJIBULLAH
MEZEKIR ZEWDIE AMEZENE
HECTOR EDUARDO TELLO GALLARDO
PARKER KANE MESSICK
MATTHEW Buenafe DEL ROSARIO
EVELINA GRIGOROVA DELYAKOVA-PLUMMER
ELENA BAYMEEVA
MARY ELLEN FITZPATRICK
Jill Elizabeth Spiegelberg
AIDAN KYLE WHITEHOUSE
JOHN VIRGIL SANTMYER
Antonio James Mackey
MOHANAD BABIKIR ELHAG
VIDHI MAKASANA SHARMA
CHRISTOPHER THANH VI
MICHAEL POLK GAINOR
KIMBERLY BRADEN VAN PELT
CASEY ADAM MUHTADI
KEVIN VAVRECK
EVAN PRESTERA
GABRIEL NSIA OWUSU
Jonathan Landon Olsen
NICHOLAS ALLEN BUCK
BERNARDO HICKOK-GUERRERO
DANNITHZA CLAROS CANO
MI HEE JUNG-CHRISTENSEN
COLIN MICHAEL RAFFERTY
GARY ST. AUBYN SAWYERS
YAZMIN IZA MONA
MARIO ERNESTO MARTINEZ COREAS
Brandon Brucker
KWANG JIN LEE
MICHAEL WILLIS SHRAUDER
BARRY ELIJAH WOMBLE
RICHARD STEPHEN CHAMBERS
CHARLES EDWARD MORRISON
HADEER GHAZWAN GHANAWI
KIARA THOMPSON
Jonathan Batista
DANIEL LEE
KATHERINE JOSENY HERNANDEZ MONTESFLORES
SOUAD AJAN
MONISHA TRIPATHY
MARY FRAVEL PARSONS
KONSTANTIN RUSIN
MUHAMMAD ALTAF AWAN
Syed A Alam
JULIO CESAR VILLAZON
Victor Imoh
SYED MOHTESHAMUL ISLAM
JAMES MATTHEW ZAJAC
KEITH COHEN
Miguel J Alvarez
BLAIR GROH EGE
Mee Teng Tan
RUI GAO
JULIE ANN SAYASITHSENA
SHABNAM DELAFKAR
TALAR SARKIS
UVAN STEWART
Preeti Shakya
IMANI MIRACLE THOMAS
ZIYOV ELIAS MUKHITDINOV
FARSHAD HOSSEINIE
SWATI SHANDILYA
YONAS SHIFERAW DEMEKE
Marvin Nwanekwu
NORMA ARELI COWAN
HYUN-WOO DANIEL HUNG
JONATHAN FRANTZ
ABDULRAHAMAN ABASS MOHAMMED
Darius J Brown
PETER GEORGE KIEN
RICHARD ARMSTRONG HAYE
BRADFORD BROWN
WILLIAM THOMAS ORLANDO
SEAN MICHAEL FITZPATRICK
JOHN EDWARD DEMOORS
ANDREW BARRY COOK
MICHELE KHARDIATA DIATTA
MICHAEL DAVID BALLARD
PEARL MAALOUF
HENRY CHARLES MOSHER
ZARA SMITH
ROBERT DEAN REICH
DOUGLAS MICHAEL GERACE
RONALD DANE GRAFT
MAHENDRA KANWAL BIST
NANCY KILPATRICK ROSE
HOWARD LAMAR MCMILLAN
GREGORY MICHAEL SEVLIAN
NANCY ANN STICKEL
NEIESHA IVY SAMUEL
JOSHUA FREDERICK WILLIFORD
Joy Stephens
Eldos Maytoff
CYNTHIA CRUZ FERMIN
CRAIG HARSHEY
DARIA FARKONDEPAY
TONYA RASHA MERRIWEATHER
DAVID B LANDO
Joseph Andrew Roslovic
MICHAEL GEORGE BRENNAN
JOSEPH GILBERT
KAREN MAN TSANG
DARSHAN PRAKASH MAKIM
Mark Kevin Smith
TAYLOR OWEN WALL
Sarah Boyle Racek
BRIAN CHRISTOPHER TALBOTT
ANDREW JOSEPH MILLER
Brae Adele Beggs
John August Lienert
AMY ELIZABETH MOORE
Rachel Renee Potters
Michael Kevin Hughes
Spencer Thomas Werres
COURTNEY ANN SINDELAR
Nicholas Hayden Horwitz
Abigail Caso Holmes
Jodi Danielle Van Voorhis
Joshua Ryan Togger
GARRETT PRICE BIRNBAUM
JONATHAN DANIEL MYERS

Within 25 miles of Montgomery Village, MD, Best Investors lists 800 registered investment advisory firms with 2,002 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 Montgomery Village

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