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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

CHC FINANCIAL SOLUTIONS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
APRIO WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
CERITY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
QUANTUM FINANCIAL ADVISORS INC
TRUIST ADVISORY SERVICES, INC.
SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
FSA WEALTH PARTNERS
EDWARD JONES

Investors

JONATHAN DREW COHEN
RICHARD HANLON ROWAN
Lamont Nicholas Corprew
Yapheth Norris
GEORGE HUNT MITCHELL
KAON NELSON
Grant Taylor LaGasse
Jacob Andrew Amsellem
JONATHAN ROY ABBETT
KRISTIN EDWINA KORNEMANN
JASON MICHAEL SILVERBERG
ALLISON BROOKE MCCARTY
NICHOLAS C CARTER
JAMES WESLEY BATTLE
PERRY BRENDEN LAZERUS
ANDREW CHRISTOPHER BRAND
Wade Travis Friedel
Zion Diamond Chaflawee
Ronald Gavin Rickert
JOHN PAUL GRACYALNY
NICOLE CHRISTINA HARRISON
TYLER JAMES GILLIES
ROBERT JOSEPH PELLICORO
MICHAEL JAMES RILEY
MEI-MEI CHOW
LISA FRENCH CARPENTER
CURTIS ANDREW MCKAY
MICHAEL PATRICK BERENS
LOUIS PAUL SITNIK
SCOTT HARRIS KREGER
WILLIAM JOHN KOREN
MARA DANIELA SOUSA DA SILVA
CAMERON SHEPPARD DUNCAN
Brandon Joseph Hall
Tatyana Litvak Riley
Eli Kreger
YEVGENY POPOVICH
TROY RAFAEL FOX
TIMOTHY PAUL STOCKER
ANDREW BRETT POULOS
CHRISTINE ANN JAEGER
ALEXANDRA ELIZABETH NOLAN JAMROS
Andrew Robert Alvey
DAVID SHEPPARD DUNCAN
FRANKLIN AUGUSTUS HART
VICTOR MYRON KRASIJ
Hassan Al Kadhimi
SAMUEL SANDLER
KARIN AMTMANN SCHULTZ
Joming Chiang
Sergio Alejandro Contijoch
CHRISTOPHER ARTHUR VIRGILI
MARCUS BENJAMIN ODINEC
ADAM LUCIEN SAURI
RAHM DVIR
MONIQUE V. SINMAO
RAJMIEL ODINEC
Manfred Klee Saieh
JESSICA ANN CORTES
RONALD SEEGERS
MICHAEL T GILLETTE
HOWARD RINEHART LODGE
RICHARD LEE STONE
ANDREW BERNARD MARTIN
YONGXIANG LI
Joseph J Schmelzle
Michael James Huber
JOSEPH FRANCIS RINALDI, III
MARK RICHARD TIRALOSI
EMMANUEL NGOZI IKE
YEOSHEN TSUI
BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
CHRISTIAN AHMED DURAND
Jordan David Daugherty
KIMBERLY ANNE Basenback
AARON LIEGE WESTON
Christopher Richard Jones
MARY ANN DRUCKER
DAVID RONALD PETERSEN
Michael Leone Zarrelli
Nicole Martin
JAMES EDWARD JOSEPH
RONALD JAMES ROUGH

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