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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Annapolis, MD

Every SEC-registered investment adviser representative at a firm office in Annapolis, with the firms that employ the most of them.

466 registered advisors work in Annapolis; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (61). 0 list the CFP designation and 382 are also registered broker representatives.

Firms with the most advisors in Annapolis

FirmAdvisors in Annapolis
Merrill Lynch, Pierce, Fenner & Smith Incorporated news61
RBC Capital Markets, LLC news38
Morgan Stanley news37
Ameriprise Financial Services, LLC news36
Wells Fargo Clearing Services, LLC news30
LPL Financial LLC news26
Scarborough Capital Management14
Strategic Advisers LLC14
Wells Fargo Advisors Financial Network, LLC news14
Cetera Investment Advisers LLC news11
Edward Jones news10
Mdrn Capital9
Raymond James & Associates, Inc. news8
Raymond James Financial Services Advisors, Inc. news8
1 North Wealth Services, LLC6
First Command Advisory Services6
Mariner Independent news6
Truist Advisory Services, Inc. news6
UBS Financial Services Inc. news6
Westbourne Investment Advisors Inc.6
Charles Schwab & Co., Inc. news5
State Farm Investment Management Corp.5
Valuewealth Services, LLC5
Foundation Wealth & Tax Advisors, LLC4
Osaic Wealth, Inc. news4

Advisors in Annapolis, A to Z (first 300 of 466)

Search all of Maryland →

Other cities in Maryland

All of Maryland →

Bethesda 898Baltimore 690Hunt Valley 620Rockville 399Columbia 390Owings Mills 323Towson 314Frederick 213Lutherville 181Bel Air 134North Bethesda 131Timonium 121Gaithersburg 119Potomac 115Chevy Chase 103Ellicott City 98Easton 82Hagerstown 79Silver Spring 78Salisbury 75Cockeysville 68Severna Park 65Westminster 54Linthicum Heights 46

Questions

How many financial advisors are in Annapolis, MD?

466 investment adviser representatives are registered at firm offices in Annapolis, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 382 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Annapolis?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 61 registered advisors in Annapolis, followed by RBC Capital Markets, LLC with 38.

How do I check a financial advisor in Annapolis?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.