Best Investors Account Sign in

Best financial advisors in Rockville, VA

Registered advisers within 25 miles of Rockville, VA.

Offices
476
Firms
216
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,037 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STRATHMORE CAPITAL ADVISORS
LPL FINANCIAL LLC
VERNON MANAGEMENT GROUP, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
YES LIFE FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
VECTORS ASSET MANAGEMENT
GALLAGHER FIDUCIARY ADVISORS, LLC
STRATEGIC ADVISERS LLC
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CHARLES SCHWAB & CO., INC.
FOCUS PARTNERS WEALTH, LLC
CENTAURUS FINANCIAL, INC.
STEWART WEALTH MANAGEMENT, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

RADOSLAW PIOTR WOLOSIUK
Laura Janet Silvester Yox
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
JOHN SICAT
William Jacob Glenn Vernon
Richard Adam Clay Vernon
VICTOR DONALDSON KANE
ANDREW PAUL CASTELLANO
YUSI LIN
ROBERT JACK MARTIN
RONALD LEWIS POINDEXTER
Cory Joseph Nichols
Robert Scott Gillispie
Jeb Stuart Stump
NEIL JEFFERY POWERS
JOSEPH ROBERT CHEATHAM
ERICA R LUCKE
DAVID LYNESS
TAYLOR CAMPBELL
BRIAN S. GWALTNEY
HARRAJ SINGH SANDHU
GERARDO ANDRES SERRANO
JACOB MORGAN
CHRISTOPHER S HAN
DEREK MCGINTHY
AMARINDER K. SAINI
CLAYTON K. MORGAN
VIRGINIA GRAVES
MARCO BACKUS
MOATIR AHMED
CYNTHIA JOSEPH
BRIAN RICHARD MORGAN
ALI A. KHALIFA
EVAN SPENCER
RYAN HELTEMES
CHRISTIAN THOMAS VANHOOSE
DESTINY HOLMES
KYLE MACDONALD
MADELINE GRAVES
THOMAS PAUL MARSHALL
TODD CHARLES KUIMJIAN
Thomas W Huddleston
Tyler Wills Clay
SUE C. SANDLIN-PLAEHN
MICHAEL JOSEPH WISINSKI
Philip Clyde Sessoms
Paul Pourreza-Jourshari
Daniel Morozov
Alexander Michael Stefanic
VIRGINIA LYNN PILLOW
Yulando Fitzgerald Wallace
John Franklin Lanier
Mason Butcher
Robert Anthony Hardesty
ROBERT THOMAS HINKEL
BROOKS CAMDEN BILLINGS
GARRETT M. MAGED
CORY H CHA
Mathieu Spence Godin
James JOSEPH Sheehan
CHRISTIAN MAXWELL STROM
Ilce M Tallarico
Vern Emlin Mendoza White
Blanca Roxana Alvarado
Olivia J Mallett
Henry Robert Hirschfeld
Joshua Schaff
Mark William Hodges
JAMES PHILIP JONES
THOMAS JOHN VLAHAKIS
DANIEL MATTHEW STEWART
ROBERT SCOTT BOWMAN
MATTHEW LAWRENCE PREDDY
DUSTIN H DODGE

Within 25 miles of Rockville, VA, Best Investors lists 216 registered investment advisory firms with 476 offices nearby, managing about $15.2T in combined regulatory AUM across 3,119,037 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 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