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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

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
DECENTRAL PARK ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALEXANDER RANDOLPH ADVISORY INC
ACORN FINANCIAL ADVISORY SERVICES, INC.
CERITY PARTNERS LLC
UNITED CAPITAL FINANCIAL ADVISORS
TLG ADVISORS, INC.
MASON INVESTMENT ADVISORY SERVICES INC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
BERG FAIRCLOTH INVESTMENT ADVISORS
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Paul Andrew Buck
Tina Cheever Buck
HYUN-WOO DANIEL HUNG
SABRINA RENEE ANDERSON
PETER E GLASSMAN
COLIN WALSH KIMPEL
JAMES NICHOLAS RITTER
MARK MOLOWA
TERRY BRYAN GLENDENNING
Pamela N Willison
Dustin Youngstrom
JUSTIN M RAMSBURG
RYAN THOMAS ALBRECHT
John Miller
Ann Christina Durham
LISA HERTLING ALBRECHT
Jeremy Thomas Marshall
Ben Beriss
REBECCA BRIDEAU HALL
JAMES ALBERT GIUNCHI
KEVIN SCOTT HAYNES
Danny Robles Fuentes
STEVEN THOMAS MARSHALL
GARY WILLIAM SCHLAFFER
MATTHEW DAVID SHRIVER
Kerby Russell Baden
JAMES MICHAEL GAMBACCINI
Sean M Tyll
NATHAN HENRY GERTLER
JONATHAN DEAN COX
Justin Michael Souder
Alex J D'Attilio
Michael Peter Wakeham
JONATHAN NEIL BROWNING
DONALD LOUIS UNGER
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH
MICHAEL ALAN NESS
JON P YANKEE
Kelly McNerney
ANDREJS PILAJEVS
THOMAS Hightower REGAN
STEFANI N/M/I TUEME
ANN MARIE DUPREE HINDLEY
Samantha Momot Josselyn
ELIZABETH BEAUMONT DAWSON
GARRETT THOMAS BECKSTROM
ANTHONY STEVEN IVENER
CHRISTOPHER LEE SCHREINER
SCOTT STANLEY GEORGE
DAVID WALTER ODIORNE
DAVID ROBERT GILBERT
JOSEPH ALFRED LAMOGLIA
STEVEN RICHARDSON
TIMOTHY PETER SHEAN
RYAN KELLINGER
KATE MAKIYE OKUSA
Nicholas Joseph Unis
THOMAS SAMUEL DELLINGER
KATHRYN JANE OKUSA
RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH
MARIO ROBERTO OROZCO
VALERIE PHILLIPS KAISER
Ambika Bablani
MARGUERITE JO WIESE
JONATHAN G SERAFIN
Junghyun Lee
JOSEPH ANTHONY FULKERSON
Nathan S Harris

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