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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

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
REVOLUTION WEALTH, LLC
LPL FINANCIAL LLC
KATZ FAMILY FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
S & K INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
DC CAPITAL PARTNERS MANAGEMENT, L.P.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JAMES ALLEN
DANIELLE NICHOLE LEONARD
HENRY ROSS WIXON
BRUCE E JOHNSON
STEPHEN K WALDYCH
CHRISTOPHER PAUL HOFMEISTER
ANDREW DAVID EVANS
JOSIAH HUNTER
BRADLEY CHRISTOPHER WILKS
ANDREW GILBERT
MATTHEW TOPPER
Joseph A Bommarito
YIHAIES MAKONNEN
MARK EDWARD KATZ
LAUREN A STORM
JOHN ELLIOTT FLEMING
ETHAN MICHAEL DELINSKI
Michael T Westwick
William SWINSON Peacock
PAUL LINWOOD KARSTETTER
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
ANDREW GLENN TAYLOR
THOMAS MERRILL RICKETTS
SHARON MARIE EDDY
JESSICA MARXER
WILLIAM CAUDRON
IVANA KATHERINE MCNEILL
CHALEE RICCIARDI
LORI POLONSKY
MATT MEGARY
TRISTAN CAUDRON
LAURIE BLACKBURN
ALBANA DROBONIKU

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