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Best financial advisors in Bethesda, TN

Registered advisers within 25 miles of Bethesda, TN.

Offices
551
Firms
222
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,090 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
MWA FINANCIAL SERVICES INC.
PHILIP M. WATSON, FINANCIAL ADVISOR
EDWARD JONES
BEACON CAPITAL MANAGEMENT, LLC
NEWEDGE ADVISORS
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RETIREMENT SOLUTIONS GROUP
BLUE OCEAN CAPITAL, LLC
TLG ADVISORS, INC.
SHOREBREAK CAPITAL, LLC
COPPELL ADVISORY SOLUTIONS LLC
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
INDEPENDENT ADVISOR ALLIANCE, LLC
PARK AVENUE SECURITIES LLC

Investors

MICHAEL SCOTT SWANN
LAURA KACZOR STEVENS
Andrew Barron
Staci Lynne Irwin
PHILIP MARTIN WATSON
Dalton L Potts
William Thomas Tenpenny
JOHN CHRISTOPHER KEYS
WILLIAM S ROGERS
FRANKIE VICTOR MERRITT
JONATHAN SHAWN MAXSON
CAMERON WAYNE BENSON
DANIEL P J BENSON
DAVID LEE BUSELMEIER
Javier Marroquin Forcade
Justin Bryant Radford
Nicholas Craig Shoulta
Connor Roggie
TYRON BLAKE DRAPER
Richard Thomas Ferguson
Austin Reiser
Andrew Michael Brenhaug
Brandon James Doering
Isaac Jackson Knittle
RAMI ABDELHADI
THEODORE ANDREW MACRI
Gabriel Shabat
BASIL TATE LAMASTUS
Andrew Lauren Britt
MATTHEW DAVID ROBINS
Adam Tyler Neelly
Jeffrey Sawyer Nicholson
David J Wuller
Nolan John Phillips
Taylor Grace Marie Huddle
Calynn Gigant
Ryan Metz
JOE DALE CREECY
NICHOLAS PAUL STAMATIS
Kyatt Byrd
Matthew C Shaw
ROBERT SMITH COLLINS
RICHARD RAYMOND CARLSON
MICHAEL FRANCIS WHITNEY
RYAN DAVID MOORE
James M Casanova
Chandler Brown
LYNARD EUGENE HOLLAND
Kyle Wilson Peace
Justin Scott Sykes
Collin L Brace
Hunter Bryant Davis
William Charles Radtke
William Cameron Powell
Steven Jay Kibbel
Daniel Ray Knelson
DEAN DAVID GOODWIN
ADAM FRANK COLBY
Jacqueline E Budd
ANTHONY WAYNE SHEFFIELD
Jamison SHIREMAN
SOLOMON M KAFOURE
LESLIE A JANSSEN
Maya Corinne Herrenbruck
RYAN STEVEN VORHIES
PATRICK E MOORE

Within 25 miles of Bethesda, TN, Best Investors lists 222 registered investment advisory firms with 551 offices nearby, managing about $14.7T in combined regulatory AUM across 2,732,090 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 Bethesda

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM