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

Fidelis Capital financial advisors in Bethesda, MD

Every SEC-registered investment adviser representative at a Fidelis Capital office in Bethesda, A to Z.

The short answer

1 registered advisors work at Fidelis Capital in Bethesda, out of 12 at the firm nationwide; it ranks number 53 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Fidelis Capital advisors in Bethesda, A to Z

Every Fidelis Capital advisor →

Fidelis Capital advisors in every city and state →Fidelis Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Fidelis Capital advisors in other cities

Tampa, FL 4Dallas, TX 3Greenwich, CT 1Saint Charles, MO 1

Other firms in Bethesda

All Bethesda advisors →

Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17

Questions

How many financial advisors does Fidelis Capital have in Bethesda?

1 investment adviser representatives are registered at Fidelis Capital offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Fidelis Capital one of the largest advisor employers in Bethesda?

Fidelis Capital ranks number 53 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.

How do I check a Fidelis Capital advisor in Bethesda?

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 Fidelis Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.