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

Equity Services, Inc. financial advisors in Timonium, MD

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Timonium, A to Z.

11 registered advisors work at Equity Services, Inc. in Timonium, out of 485 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Equity Services, Inc. advisors in Timonium, A to Z

Every Equity Services, Inc. advisor →

Equity Services, Inc. advisors in every city and state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Equity Services, Inc. advisors in other cities

Montpelier, VT 35Hauppauge, NY 33Colchester, VT 32Red Bank, NJ 31Chicago, IL 27Media, PA 27New York, NY 18Latham, NY 15Sandy Springs, GA 15Charlotte, NC 14Roanoke, VA 14Boca Raton, FL 13Melville, NY 11Addison, TX 10Irvine, CA 8

Other firms in Timonium

All Timonium advisors →

Berman McAleer 12LPL Financial LLC 12Osaic Wealth, Inc. 11Ameriprise Financial Services, LLC 8Kestra Advisory Services, LLC 7Eagle Strategies LLC 5The L. Warner Companies, Inc. 5Founders Financial Securities LLC 4Benjamin F. Edwards & Company, Inc. 3Edward Jones 3Hergenroeder Financial Advisors, Inc. 3Indivisible Partners 3

Questions

How many financial advisors does Equity Services, Inc. have in Timonium?

11 investment adviser representatives are registered at Equity Services, Inc. offices in Timonium, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 485 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

Is Equity Services, Inc. one of the largest advisor employers in Timonium?

Equity Services, Inc. ranks number 3 in Timonium by registered advisors; Berman McAleer has the most, with 12.

How do I check a Equity Services, Inc. advisor in Timonium?

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 Equity Services, Inc. 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.