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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Potomac, MD

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

111 registered advisors work in Potomac; the most are at Morgan Stanley (40). 0 list the CFP designation and 70 are also registered broker representatives.

Firms with the most advisors in Potomac

FirmAdvisors in Potomac
Morgan Stanley news40
Wealthspire Advisors news23
Charles Schwab & Co., Inc. news9
Pathstone4
Meritis Wealth Management, Inc.3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
PNC Wealth Management LLC2
Truist Advisory Services, Inc. news2
Addax Bridge Financial1
Alliancebernstein L.P.1
Arax Advisory Partners1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Concurrent Investment Advisors, LLC news1
Donalies Financial Planning, LLC1
Edward Jones news1
First Advisors National, LLC1
Fortunenavi Capital Inc.1
Founders Financial Securities LLC1
Glashofer Financial Advisors1
Hds Capital Management, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merit Financial Advisors1
New York Life Investment Management LLC1

Advisors in Potomac, A to Z

Search all of Maryland →

Other cities in Maryland

All of Maryland →

Bethesda 898Baltimore 690Hunt Valley 620Annapolis 466Rockville 399Columbia 390Owings Mills 323Towson 314Frederick 213Lutherville 181Bel Air 134North Bethesda 131Timonium 121Gaithersburg 119Chevy Chase 103Ellicott City 98Easton 82Hagerstown 79Silver Spring 78Salisbury 75Cockeysville 68Severna Park 65Westminster 54Linthicum Heights 46

Questions

How many financial advisors are in Potomac, MD?

111 investment adviser representatives are registered at firm offices in Potomac, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 70 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Potomac?

Morgan Stanley, with 40 registered advisors in Potomac, followed by Wealthspire Advisors with 23.

How do I check a financial advisor in Potomac?

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.