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Best financial advisors in Potomac, MD

Registered advisers within 25 miles of Potomac, MD.

Offices
1,949
Firms
796
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,011,124 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PROTEUS CAPITAL SOLUTIONS
CITIGROUP GLOBAL MARKETS INC.
INVESTMENT GROUP MANAGEMENT LLC
MAULOA MANAGEMENT, LLC
FORTUNENAVI CAPITAL INC.
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
MERITIS WEALTH MANAGEMENT, INC.
WEALTHSPIRE ADVISORS
CHARLES SCHWAB & CO., INC.

Investors

DAVID LOUIS GREENE
RUPAL MAHESH JHAVERI
MOLALIGN DANIEL
LUIS ALBERTO MENDOZA
DANIEL MINTAE KIM
SCHEKEEB SIDIQI
OMON BREWTON
DARIANA V. GORDON
STEPHEN JOSEPH HARPER
WENHAI TU
BRUCE MICHAEL PEARLMAN
MICHAEL IAN TIEVY
Montserrat Flores
Tamana Nawroozzada
JEFFREY CHARLES MC CLOSKEY
Adriana Colback
LAURA DEAN PERKINS MARKOFF
JAMES CHRISTOPHER BROWN
HEATHER MCGOLERICK
LIMIN LEE
KARL JACOB STIEGMANN
GARY RICHARD SOBELMAN
JAY MICHAEL WEINSTEIN
MICHELE GABRIELLE WALTHERT
MICHAEL J BURKE
HOWARD PAUL OFFIT
DONALD BROOKE FARREN
BART JOSEPH LANMAN
ASHLEY ELYSE IDDINGS
MAX JOSEPH MELTZER
CHRISTOPHER COLIN KIESSLING
CHRISTOPHER SANDSTROM MAXEY
DMITRIY KATSNELSON
Seong Ho Kim
David Andrew Dickman
SCOTT NATHANIEL BRODY
WILLIAM BRIAN SCHWARTZ
ROBIN A DOBBS
Garrett R Scranton
ANA C ANDONIE
Beau David Hall
Malcolm McCoy
Mary Bottella
Drew E Woolery
Alison Jiyin Wilmore
JEFFREY DANE CORVIN
NICHOLAS A GARCIA
SEAN A. CAMPBELL
Ethan L Copeland
Ryan DeLeon
Liam Desmond

Within 25 miles of Potomac, MD, Best Investors lists 796 registered investment advisory firms with 1,949 offices nearby, managing about $23.8T in combined regulatory AUM across 4,011,124 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 Potomac

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM