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Best financial advisors in Silver Spring, MD

Registered advisers within 25 miles of Silver Spring, MD.

Offices
2,002
Firms
798
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,480 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
ARLINGTON CAPITAL PARTNERS
RLJ EQUITY PARTNERS, LLC
POTOMAC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MV CAPITAL MANAGEMENT, INC.
TRUMBOWER FINANCIAL ADVISORS LLC
ABRAMS BISON INVESTMENTS, L.L.C.
ALIKOS WEALTH MANAGEMENT, LLC
MIDDLETON ADVISORY
LPL FINANCIAL LLC
ALLRIDGE WEALTH MANAGEMENT, INC
SNOWDEN CAPITAL ADVISORS LLC
KALAMATA ASSET MANAGEMENT LLC
M HOLDINGS SECURITIES, INC.
FOCUS PARTNERS WEALTH, LLC
BLUE MARLIN HOLDCO LLC
ARCHER INVESTMENT CORPORATION
NORTHLANE CAPITAL PARTNERS

Investors

RODNEY SILAS GILLESPIE
NHAN DUC NGUYEN
HYUK LEE
Melanie Simons
LISA KIDD HUNT
ROBERT SCOTT LONEY
GISELLE C COLAVITA
David Y Bubb
STEPHEN JOHN LO
TREVOR WILLIAM COREY
ILIAN LI
Michael C Boggio
Lanie Elizabeth Nikes
ARI POTTS STRAIT
KRYSTLE L GONYO
DEVIN JEROME JOHNSON
Nia Satoko Jordan
DANIELLE HASSAN
SPENCER PAUL GUIZARD
Mitchell Keiken Davis
Davide Opoku Agyemang Sarkodee
GARRETT WILLIAM SNELL
Robert Boies
STEVEN KENNETH UMSTEAD
John M Brodie
Denis Plunkett McGroddy
AUSTIN G RIEDEL
Shanae Mullings
Alexis Meek Roth
JENNIFER GILLIECE BURTON
ROBERT PETROSYAN
Kaitlyn Marie Humphries
Ravneet Singh Chadha
Caroline Fauquier
Bally Idrissa Diakite
DANIEL JOSEPH RUSSO
MANISH KUMAR KHATTA
ANDREW PAUL GAEBEL
JONATHAN RICHARD CIAMPA
JOHN WILLIAM WOODSIDE WIEGMANN
Bradley Justin Whittaker
Gregory Ronald Levesque
MASSIMO CONTI
Michael D Heavey
Steven Erwin Flewelling
MICHAEL WALTON ROGERS
James Parker White
HOLT PATRICK FOGARTY
HAROLD WAYNE CLEMONS
James A Bell
VINCENT GIRARD PERFETTO
ROBERT CALMER NEWLAND
ANDRE STUBBS
VICTORIA EBONY MARTIN
MARK EVANS UNDERWOOD
COURTNEY VIRGINIA VOJDANI
ARIAN A VOJDANI
HEATH ALLEN BREWER
MICHAEL RAYMOND PERHAC
CHRISTINA LYNN BRESNAN
BRAD CHRISTOPHER NEUMANN
Robert Jonathan Speece
VICTORIA MARTHA TRUMBOWER
DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE
WILLIAM KEITH MAYO
Gurpreet Singh Bedi
SCOTT ANDREW GREENBERG
DAVID ALAN WEXLER
ANDREW ROBERT KLINE
AIDAN D MEJIA
Raj Goenka
Ikesh Kumar Pandey
Nicholas Shirley
PAUL FRANCIS SULLIVAN

Within 25 miles of Silver Spring, MD, Best Investors lists 798 registered investment advisory firms with 2,002 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,480 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 Silver Spring

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