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

Research Financial Strategies financial advisors in Rockville, MD

Every SEC-registered investment adviser representative at a Research Financial Strategies office in Rockville, A to Z.

The short answer

4 registered advisors work at Research Financial Strategies in Rockville, out of 6 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Research Financial Strategies advisors in Rockville, A to Z

Every Research Financial Strategies advisor →

Research Financial Strategies advisors in every city and state →Research Financial Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →

Research Financial Strategies advisors in other cities

Bogart, GA 1Sarasota, FL 1

Other firms in Rockville

All Rockville advisors →

LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8

Questions

How many financial advisors does Research Financial Strategies have in Rockville?

4 investment adviser representatives are registered at Research Financial Strategies offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Research Financial Strategies one of the largest advisor employers in Rockville?

Research Financial Strategies ranks number 27 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.

How do I check a Research Financial Strategies advisor in Rockville?

Each advisor below links to a profile with their registrations, exams, designations 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 Research Financial Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.