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
FP 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 saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Hunt Valley, MD

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

567 registered advisors work in Hunt Valley; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (153). 91 list the CFP designation and 460 are also registered broker representatives.

Firms with the most advisors in Hunt Valley

FirmAdvisors in Hunt Valley
Merrill Lynch, Pierce, Fenner & Smith Incorporated news153
Morgan Stanley news43
RBC Capital Markets, LLC news34
MML Investors Services, LLC30
Osaic Wealth, Inc. news30
Verdence Capital Advisors, LLC29
UBS Financial Services Inc. news24
Sc&H Wealth17
Ameriprise Financial Services, LLC news16
Wells Fargo Clearing Services, LLC news16
LPL Financial LLC news15
Wells Fargo Advisors Financial Network, LLC news14
Raymond James Financial Services Advisors, Inc. news13
Raymond James & Associates, Inc. news12
The Marshall Financial Group LLC11
Park Avenue Securities LLC10
Financial Consulate9
Stifel, Nicolaus & Company, Incorporated news9
Janney Montgomery Scott LLC news8
Cambridge Investment Research Advisors, Inc. news7
Cornerstone Advisory7
Focus Partners Wealth, LLC6
Truist Advisory Services, Inc. news6
Vsm Wealth Advisory, LLC5
Asset Strategy Consultants LLC4

Advisors in Hunt Valley, A to Z (first 300 of 567)

CFP advisors in Hunt Valley →

Other cities in Maryland

All of Maryland →

Bethesda 820Baltimore 662Annapolis 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 Hunt Valley, MD?

567 investment adviser representatives are registered at firm offices in Hunt Valley, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 460 of them are also registered as broker representatives, and 91 list the CFP designation.

Which firm has the most financial advisors in Hunt Valley?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 153 registered advisors in Hunt Valley, followed by Morgan Stanley with 43.

How do I check a financial advisor in Hunt Valley?

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.