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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cumberland, MD

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

29 registered advisors work in Cumberland; the most are at Cbiz Investment Advisory Services, LLC (7). 7 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Cumberland

FirmAdvisors in Cumberland
Cbiz Investment Advisory Services, LLC7
Edward Jones news7
Cbiz Financial Solutions, Inc.4
LPL Financial LLC news4
RBC Capital Markets, LLC news3
Prospera Financial Services, Inc.2
Wells Fargo Clearing Services, LLC news2
Cetera Investment Advisers LLC news1
Dwt Financial Services1
State Farm Investment Management Corp.1
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Cumberland, A to Z

CFP advisors in Cumberland →

Other cities in Maryland

All of Maryland →

Bethesda 820Baltimore 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 45

Questions

How many financial advisors are in Cumberland, MD?

29 investment adviser representatives are registered at firm offices in Cumberland, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Cumberland?

Cbiz Investment Advisory Services, LLC, with 7 registered advisors in Cumberland, followed by Edward Jones with 7.

How do I check a financial advisor in Cumberland?

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.