Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ellicott City, MD
Every SEC-registered investment adviser representative at a firm office in Ellicott City, with the firms that employ the most of them.
92 registered advisors work in Ellicott City; the most are at Ameriprise Financial Services, LLC (15). 16 list the CFP designation and 58 are also registered broker representatives.
Firms with the most advisors in Ellicott City
Advisors in Ellicott City, A to Z
CFP advisors in Ellicott City →- Celina S. AbouzeidMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Denny S. AguilarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David S. AsherKestra Advisory Services, LLC · Personal Financial Specialist
- Louis T. Bosse IVEagle Strategies LLC
- Darric N. BoydMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. BrielAmeriprise Financial Services, LLC
- William T. Bush IIILPL Financial LLC
- Michael A. CammarataMML Investors Services, LLC · Certified Financial Planner
- Scott C. CannonRaymond James Financial Services Advisors, Inc.
- Jeffrey D. CarlsonAmeriprise Financial Services, LLC
- Daniel J. ChattlerOsaic Wealth, Inc. · Certified Financial Planner
- William P. Chlan Jr.Mai Capital Management, LLC · Personal Financial Specialist
- Priam ChunEdward Jones
- Thomas J. ColantunoEdelman Financial Engines
- John S. CookState Farm Investment Management Corp.
- Ryan B. DavisOsaic Wealth, Inc.
- Jonathon L. DefeoElite Income Advisors, Inc. · Certified Financial Planner
- Finnian P. DevineMarks Wealth Management
- Daniel W. DipesoElite Income Advisors, Inc. · Certified Financial Planner
- Ravindra N. DixitAmeriprise Financial Services, LLC
- Matthew R. DunphyAmeriprise Financial Services, LLC
- Theodore R. FrederickAmeriprise Financial Services, LLC
- William P. FritzTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
- Charles L. Fuller Jr.LPL Financial LLC
- James T. FurnaryAmeriprise Financial Services, LLC
- Robin D. GibbonsVoya Financial Advisors, Inc.
- Richard GloeklerMarks Wealth Management
- Lawrence M. GordonLPL Financial LLC · Chartered Financial Consultant
- Kenneth B. GravesCetera Investment Advisers LLC
- Darlene Green-ConnorPfs Investments Inc.
- Lauren G. GretchenInvested Advisors
- Seth A. GusmanEdelman Financial Engines
- Bradley H. HartzelEdelman Financial Engines · Certified Financial Planner
- Gilma V. HernandezLPL Financial LLC
- Adam J. HewatOsaic Wealth, Inc.
- James D. Hill Jr.Pfs Investments Inc.
- Amelia G. HogleAmeriprise Financial Services, LLC
- Ashlyn M. HoodEdward Jones
- Benjamin J. HostetlerIntegrity Alliance, LLC.
- Norman D. HostetlerIntegrity Alliance, LLC. · Certified Financial Planner, Chartered Financial Consultant
- Philip E. Huber Jr.Hwa Financial Group · Certified Financial Planner
- Bhupesh HukmaniStrategic Advisers LLC
- Nicholas D. InnerbichlerElite Income Advisors, Inc.
- William P. KelleherLee, Kelleher & Klein Wealth Management
- Matthew G. KleinLee, Kelleher & Klein Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Alicia S. KongVoya Financial Advisors, Inc.
- George E. Konstantas Jr.Pfs Investments Inc.
- Alice G. KwonState Farm Investment Management Corp.
- James H. LeeLee, Kelleher & Klein Wealth Management
- James J. LeeOsaic Wealth, Inc.
- Yong J. LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John MajerowiczState Farm Investment Management Corp.
- Charles MarksMarks Wealth Management
- Andriel R. MatthewsPfs Investments Inc.
- James S. McGrewState Farm Investment Management Corp. · Chartered Financial Consultant
- David J. MerkelAleph Investments, LLC · Chartered Financial Analyst
- Douglas E. MeyerOsaic Wealth, Inc.
- Scot A. MillenCreative Planning
- William A. Morgan IIIAmeriprise Financial Services, LLC
- Konner K. MunnElite Income Advisors, Inc.
- Daniel S. PereiraHwa Financial Group · Certified Financial Planner
- Jason B. PowellStrategic Advisers LLC
- Tejasvini K. RaoAmeriprise Financial Services, LLC
- Tanya E. RapaczThe Advisory Group Of San Francisco, LLC · Certified Financial Planner
- Crystal R. RoachNorthwestern Mutual Investment Services, LLC
- Erin T. RogersNorthrock Partners, LLC · Certified Financial Planner
- Prashant R. SabapathiElite Income Advisors, Inc.
- John F. SantryMai Capital Management, LLC
- Raul R. ShahDocshah Financial, LLC
- Gregory P. SherwellEdelman Financial Engines
- Avanti ShetyeWealthwyzr, LLC · Certified Financial Planner, Chartered Financial Analyst
- Lawrence T. SingerAmeriprise Financial Services, LLC
- Harry M. Slade IIIAmeriprise Financial Services, LLC
- Harry M. Slade IVAmeriprise Financial Services, LLC · Certified Financial Planner
- Shelby C. SmithPfs Investments Inc.
- Brian W. SmootOsaic Wealth, Inc.
- Eduardo B. SolangTransamerica Financial Advisors, LLC
- Garrett M. SouthernAmeriprise Financial Services, LLC
- William SpruillTransamerica Financial Advisors, LLC
- Deborah L. StotelmyerPfs Investments Inc.
- James G. SweetMai Capital Management, LLC · Certified Financial Planner
- Mary T. TackaLPL Financial LLC
- Ian A. UharBlackrock Investment Management, LLC
- Jason VealsEdward Jones
- Connor WalshAmeriprise Financial Services, LLC
- Zhi WangGenesis Capital Management, LLC · Chartered Financial Analyst
- Kevin M. WengerAmeriprise Financial Services, LLC
- Robert A. WheedletonEdelman Financial Engines
- Connor D. WilsonElite Income Advisors, Inc.
- Jordan S. WilsonBlueprint Wealth Management Inc. · Certified Financial Planner
- Brendon C. WorstCedar Spring Advisors, LLC · Certified Financial Planner
- Jianmin YouTransamerica Financial Advisors, LLC
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 97Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45Linthicum Heights 43
Questions
How many financial advisors are in Ellicott City, MD?
92 investment adviser representatives are registered at firm offices in Ellicott City, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 16 list the CFP designation.
Which firm has the most financial advisors in Ellicott City?
Ameriprise Financial Services, LLC, with 15 registered advisors in Ellicott City, followed by Elite Income Advisors, Inc. with 6.
How do I check a financial advisor in Ellicott City?
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.