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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bel Air, MD

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

The short answer

132 registered advisors work in Bel Air; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (15). 30 list the CFP designation and 114 are also registered broker representatives.

Firms with the most advisors in Bel Air

FirmAdvisors in Bel Air
Merrill Lynch, Pierce, Fenner & Smith Incorporated news15
The Kelly Group14
RBC Capital Markets, LLC news12
Janney Montgomery Scott LLC news10
Wells Fargo Clearing Services, LLC news8
Stifel, Nicolaus & Company, Incorporated news7
Ameriprise Financial Services, LLC news6
Edward Jones news6
Cambridge Investment Research Advisors, Inc. news5
Raymond James Financial Services Advisors, Inc. news5
State Farm Investment Management Corp.5
LPL Financial LLC news4
Centaurus Financial, Inc.3
Commonwealth Financial Network news3
Founders Financial Securities LLC3
Osaic Wealth, Inc. news3
PNC Wealth Management LLC3
Truist Advisory Services, Inc. news3
Wells Fargo Advisors Financial Network, LLC news3
Allworth Financial, L.P. news2
Curran & Company Wealth Advisory1
Douglasbradley LLC1
Eagle Strategies LLC1
Foundations Investment Advisors LLC1
Holistic Private Wealth, LLC1

Advisors in Bel Air, A to Z

CFP advisors in Bel Air →

Other cities in Maryland

All of Maryland →

Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170North Bethesda 125Gaithersburg 120Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45Linthicum Heights 43

Questions

How many financial advisors are in Bel Air, MD?

132 investment adviser representatives are registered at firm offices in Bel Air, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 114 of them are also registered as broker representatives, and 30 list the CFP designation.

Which firm has the most financial advisors in Bel Air?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 15 registered advisors in Bel Air, followed by The Kelly Group with 14.

How do I check a financial advisor in Bel Air?

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.