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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

PACTOLUS
D'ORAZIO WEALTH ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
BENJAMINS MONEY
SINEWAVE VENTURES, LLC
TUVAK INVESTMENTS LLC
CITIGROUP GLOBAL MARKETS INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEEL POINT, LLC
BLUESTONE® FINANCIAL ADVISORS, LLC
FAMILY OFFICE RESEARCH, LLC
EPIDAREX CAPITAL MANAGEMENT LLC

Investors

CIERRA MICHELLE TELLEEN
JACOB EVANS HAMPTON
ALAN MITCHELL HARTER
DAVID GERALD CHANDIK
NARGES ZAMANI
ANGELA DEADRA PERRY
Sebastian Andres Florero
JEREMY LYNN MEEK
BENJAMIN RICHARD CORSON
DAVID B TRENNER
Bailey Marie Schmitz
LUKE WILLIAM GRIFFIN
ANDREW TODD ESKELSEN
Nico Vasiliadis
Patrick Ryan Smedley
John Piaszynski
Robert Scherer
Hayden Kent Cutler
Lena Amani Syed
Jaden Green
Catherine Ngoc My Nguyen
David Wills Boggess
Nicholas Schau
John Andrew Scriffiny
Matthew Belden Brown
Jessica Tsui
Elena Christine Charalambous
Liam Herlihy
Kim Ngan Thi Vo
Ennis Al-Omari
Steven Marsh
Savanna Halle
Denis Keagan O'Hara
John Van Kirk
Brandon Alaric Jackson
Shadan Dalshad Khalid
Enzo Coyote Scarnecchia
Ana Cecilia Tellez
Evan Lien
John Waite Mattison
Alexander David Shen
Mark Leonard Chorosinski
Sufian Husni Safsaf
Samuel Alan Springer
Derek Bryce Smegal
Luis Alvin Vargas
Edward Ayitey-Smith
Hayden Patrick Lancaster
Kathryn Marie Rose
Mariana Alejandra Zegarra
Robert Lawson McLenigan
Qais Madhat Youssef
Pierre Mario Gomez
Aidan Flint
Nicholas Reed Fullerton
Colten Reis Brown
Jiachen Wang
Jaelyn Elizabeth Parker
Alexander Kia Howe
Aidan Fitzgerald Mahoney
Zakaria Hakim Hanbali
James A Bell
Jerry Dylan Golub
Nathanael Fessha
Shawn Hsu
Joshua Robert Korzen
Lawrence Frederick Molinaro
Ari Adel Baqaie
Christian Willimon Cosper
Fatima Abotalib Abdalla
Chia Jui Chan
Wanyi Su
Drew Clemens Parr
Craig Michael Rasmusson
Biolin Zyka
Luis F Zozaya
Daniel Ramos
Mahak M Lakhani
David Saad Awakim
Lucas Pacheco Carvalho
Amanda Nadyne Senk
LIAM LEO KEEFE
Vicky Chin Lin
Anika Kher
FAISAL SYED-HAQ
KEITH PATRICK BROCKMAN
DARYL SEAN BROCKMAN
ANTON R HAMMOCK
HARRIS LAWRENCE ADAMS
BRIAN JOSEPH KURRUS
CARL H GRUND
KEVIN GUY HUTTO
STEVEN D. SANDLER
TIMOTHY HAROLD JUDSON
DIANE ELENA KESSLER
MICHAEL DEPIRRI
Darby McLean Hamilton
CLARK EVERETT BIXLER
JASON ROBERT TIEDE
ANDREAS NYDAL
DANIEL LAWRENCE SMITH
STEVEN RICHARD O LEARY
ANDREW SCOTT COSGROVE
Morgan Alexandra Freund
SEAN MOREHOUSE MCELHANEY
SCOTT MATTHEW FREUND

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