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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lutherville, MD

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

The short answer

172 registered advisors work in Lutherville; the most are at Morgan Stanley (72). 22 list the CFP designation and 146 are also registered broker representatives.

Firms with the most advisors in Lutherville

FirmAdvisors in Lutherville
Morgan Stanley news72
Harbor Investment Advisory, LLC29
LPL Financial LLC news18
Black Diamond Financial, LLC13
Wells Fargo Clearing Services, LLC news12
Corbyn Investment Management Inc.6
Financial Dimensions, LLC.4
Kestra Advisory Services, LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Mjc Advisors, LLC2
Pfs Investments Inc.2
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Capital Client Group, Inc.1
Chapin, Davis1
Duncan Financial Planning Advisors1
Paramount Investments, LLC1
RBC Capital Markets, LLC news1
Rs Wealth Management, Inc.1
Schwab Wealth Advisory, Inc. news1
Strategic Advisers LLC1

Advisors in Lutherville, A to Z

CFP advisors in Lutherville →

Other cities in Maryland

All of Maryland →

Bethesda 848Baltimore 650Hunt Valley 580Annapolis 425Columbia 378Rockville 374Owings Mills 317Towson 299Frederick 203North Bethesda 130Bel Air 128Gaithersburg 115Timonium 112Potomac 109Chevy Chase 99Ellicott City 91Easton 79Silver Spring 74Salisbury 73Hagerstown 70Cockeysville 64Severna Park 63Westminster 48Linthicum Heights 42

Questions

How many financial advisors are in Lutherville, MD?

172 investment adviser representatives are registered at firm offices in Lutherville, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 146 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Lutherville?

Morgan Stanley, with 72 registered advisors in Lutherville, followed by Harbor Investment Advisory, LLC with 29.

How do I check a financial advisor in Lutherville?

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.