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

Financial advisors in Kingsville, MD

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

The short answer

2 registered advisors work in Kingsville; the most are at Brian L. Yurek (1). 1 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Kingsville

FirmAdvisors in Kingsville
Brian L. Yurek1
Tiaa-Cref Individual & Institutional Services, LLC1

Advisors in Kingsville, A to Z

CFP advisors in Kingsville →
  • Donald W. AdamTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
  • Brian L. YurekBrian L. Yurek · Certified Financial Planner

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 Kingsville, MD?

2 investment adviser representatives are registered at firm offices in Kingsville, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Kingsville?

Brian L. Yurek, with 1 registered advisors in Kingsville, followed by Tiaa-Cref Individual & Institutional Services, LLC with 1.

How do I check a financial advisor in Kingsville?

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.