Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Maryland

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Maryland, by city and A to Z.

The short answer

143 registered advisors work at Osaic Wealth, Inc. in Maryland, out of 7,289 nationwide; it's the firm's number 17 state by advisors, and the most are in Hunt Valley (30). 42 list the CFP designation and 142 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Maryland

Every firm in Maryland →

Hunt Valley 30Timonium 11Rockville 8Bethesda 7Frederick 7Ellicott City 6Millersville 5Silver Spring 5Towson 5Chesapeake City 4Annapolis 3Baltimore 3Bel Air 3Preston 3Cockeysville 2Damascus 2Germantown 2Mount Airy 2Olney 2Prince Frederick 2Reisterstown 2Silver Springs 221811 1Arnold 1Boyds 1Columbia 1Cooksville 1Fallston 1Forest Hill 1Gaithersburg 1Grasonville 1Hagerstown 1Kensington 1Middle River 1North Potomac 1Owings Mills 1Parkton 1Pasadena 1Phoenix 1Pikesville 1Potomac 1Princess Anne 1Reisterestown 1Salisbury 1

Osaic Wealth, Inc. advisors in Maryland, A to Z

Search by name →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Maryland?

143 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 42 list the CFP designation and 142 are also registered as broker representatives.

Where in Maryland does Osaic Wealth, Inc. have the most advisors?

Hunt Valley, with 30, then Timonium (11). Osaic Wealth, Inc. has advisors in 44 cities in Maryland.

How do I check a Osaic Wealth, Inc. advisor in Maryland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.