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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bethesda, MD

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

820 registered advisors work in Bethesda; the most are at Wells Fargo Advisors Financial Network, LLC (90). 154 list the CFP designation and 536 are also registered broker representatives.

Firms with the most advisors in Bethesda

FirmAdvisors in Bethesda
Wells Fargo Advisors Financial Network, LLC news90
Morgan Stanley news74
Wells Fargo Clearing Services, LLC news51
Chevy Chase Trust Company41
UBS Financial Services Inc. news35
Ameriprise Financial Services, LLC news33
Merrill Lynch, Pierce, Fenner & Smith Incorporated news31
Charles Schwab & Co., Inc. news25
Wealthspire Retirement Advisory news25
Eagle Strategies LLC19
Strategic Advisers LLC18
Asb Capital Management LLC17
Xml Financial Group16
Potomac15
Sargent Investment Group14
MML Investors Services, LLC12
Raymond James & Associates, Inc. news12
LPL Financial LLC news11
Bull Harbor Capital LLC.10
Focus Partners Wealth, LLC10
Fbb Capital Partners9
Pennington Partners & Co., LLC9
Principal Securities, Inc.9
Heritage Investors Management Corp.8
Mv Capital Management, Inc.8

Advisors in Bethesda, A to Z (first 300 of 820)

CFP advisors in Bethesda →

Other cities in Maryland

All of Maryland →

Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132North 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 Bethesda, MD?

820 investment adviser representatives are registered at firm offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 536 of them are also registered as broker representatives, and 154 list the CFP designation.

Which firm has the most financial advisors in Bethesda?

Wells Fargo Advisors Financial Network, LLC, with 90 registered advisors in Bethesda, followed by Morgan Stanley with 74.

How do I check a financial advisor in Bethesda?

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.