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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

ABRAMS BISON INVESTMENTS, L.L.C.
ALIKOS WEALTH MANAGEMENT, LLC
MIDDLETON ADVISORY
LPL FINANCIAL LLC
ALLRIDGE WEALTH MANAGEMENT, INC
SNOWDEN CAPITAL ADVISORS LLC
NORTHLANE CAPITAL PARTNERS
INVESTABLY LLC
ROCKEFELLER FINANCIAL LLC
PINNACLE ASSOCIATES, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
BROWN ADVISORY
ARCHER INVESTMENT CORPORATION
FBB CAPITAL PARTNERS
CORAM PARTNERS, LP
MV CAPITAL MANAGEMENT, INC.

Investors

DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE
WILLIAM KEITH MAYO
Michelle B Gordon
ANDREW MICHAEL KARR
JACKSON KEITH TRAXLER
Shane Timothy Twomey
THURA KYAW AUNG
JACK STEVEN MUTCHNIK
Daniel Guadalupe
Ann Goldschmidt Schnorrenberg
Robert Alexander Willetts
BRIAN JOSEPH DINKA
EDUARDO LIMA CORREA
SHELLIE KUREK PETERS
CHRISTOPHER PATRICK JOHNSON
STEPHEN BRUCE SCHULER
SALOMA BECHARA
JOHN THURSTON BEATY
GLEN MICAEL LAMBINICIO
RAYMOND G MCCLURE
NINA RAMO MITCHELL
DAVID JASON OLSON
ANSWAN DEMOND JOHNSON
WHITNEY DENISE TURNER
MICHAEL CAMERON O'LEARY
Sarah Eatman Kyle
Oscar Antonio Cornejo
Simeon Spruill
AIDAN D MEJIA
Raj Goenka
Ikesh Kumar Pandey
Nicholas Shirley
PAUL FRANCIS SULLIVAN
STEIN ANDRE OLAVSRUD
MICHAEL JOHN MUSSIO
JAIME GUILLERMO QUIROS
MEL JOSEPH CASEY
JENNIFER AMY SCHER
JOHN P PETROFSKY
ALEJANDRO ALAN VELA
DANISH JAWAID
MAGGI MARY KEATING
JANE DeLashmutt O'Mara
MASOOD VOJDANI
KEDEST BAHARU
CHRISTOPHER CARLEY SCHAEFER
KATRINA VALERIE LAMB
ANABEL QUINTERO

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