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Best financial advisors in Rockville, MD

Registered advisers within 25 miles of Rockville, MD.

Offices
2,042
Firms
821
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,011,173 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
ATCAP PARTNERS, LLC
ADVISORS PREFERRED LLC
INNOVATION X ADVISORS
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
HUB INVESTMENT PARTNERS, LLC
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
WEST FINANCIAL SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
RESEARCH FINANCIAL STRATEGIES
KESTRA ADVISORY SERVICES, LLC

Investors

CHEN XI CHUNG
MATTHEW THOMAS HOESLY
ANTHONY G LOGIUDICE
BRIAN TODD COHEN
Sara Alluisi Galvin
STEPHEN GREGORY MAREK
MICHAEL JOHN CASSELLA
ERIC ROBERT HILDERBRAND
MICHELLE LOUISE HOESLY
ANGELA WILLIAMS HOLLAND
BENJAMIN TROY WARWICK
MATTHEW BARRATT MAIN
JOHN A HARPINE
NEVI HARRISON
IRINA GAVRILYAKA
John P Bromhead
DANIEL ARIE GOLDMAN
Brett Jason Hoffman
STEVEN KENNETH HEGER
PATRICK ALEXANDER MCCLINTOCK
SHAMPA BERA
Kristopher Maleski
CAMERON DAVID HEGER
KIMBERLY COCHRANE
MICHAEL PATRICK HOFFMAN
ERIK WILLIAM PEDLEY
Robert Joseph Goldbeck
Molly Catherine Coyle
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
WEI LUO
Laura Nash
GLEN JOSEPH BUCO
MATT COHEN
RYAN SCOTT STREILEIN
ALAN RAFAEL MENASE
LAURETTA MARIE KRAMER
Marianna Glazov
BRANDON C TRUONG
RICHARD KEITH SCOTT
LANCE ROBERT YURICH
NEAL BACHER BOBYS
JOHN FLEMING REUTEMANN
HOWARD LEE PERLROTH

Within 25 miles of Rockville, MD, Best Investors lists 821 registered investment advisory firms with 2,042 offices nearby, managing about $21.7T in combined regulatory AUM across 4,011,173 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 Rockville

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