Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN 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 saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)4K Who Was Supposed to Check the $977?

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Gaithersburg, MD

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

120 registered advisors work in Gaithersburg; the most are at LPL Financial LLC (28). 21 list the CFP designation and 92 are also registered broker representatives.

Firms with the most advisors in Gaithersburg

FirmAdvisors in Gaithersburg
LPL Financial LLC news28
Charles Schwab & Co., Inc. news11
Transamerica Financial Advisors, LLC10
Ameriprise Financial Services, LLC news5
Cambridge Investment Research Advisors, Inc. news4
Mai Capital Management, LLC4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Planvest Financial, Inc.4
Strategic Advisers LLC4
Edward Jones news3
Pfs Investments Inc.3
Equitable Advisors, LLC news2
Kilner Capital Advisors, LLC2
Nea Member Benefits2
Sherman Wealth Management LLC2
State Farm Investment Management Corp.2
United Planners' Financial Services Of America A Limited Partner2
Wells Fargo Clearing Services, LLC news2
Bankers Life Advisory Services, Inc.1
Beacon Investment Advisors LLC1
Capital Analysts1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Commonwealth Financial Network news1
Cornerstone Financial Planning, Inc.1

Advisors in Gaithersburg, A to Z

CFP advisors in Gaithersburg →

Other cities in Maryland

All of Maryland →

Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132North Bethesda 125Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45Linthicum Heights 43

Questions

How many financial advisors are in Gaithersburg, MD?

120 investment adviser representatives are registered at firm offices in Gaithersburg, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 92 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Gaithersburg?

LPL Financial LLC, with 28 registered advisors in Gaithersburg, followed by Charles Schwab & Co., Inc. with 11.

How do I check a financial advisor in Gaithersburg?

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.