Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Westminster, MD
Every SEC-registered investment adviser representative at a firm office in Westminster, with the firms that employ the most of them.
45 registered advisors work in Westminster; the most are at Janney Montgomery Scott LLC (11). 15 list the CFP designation and 36 are also registered broker representatives.
Firms with the most advisors in Westminster
| Firm | Advisors in Westminster |
|---|---|
| Janney Montgomery Scott LLC news | 11 |
| LPL Financial LLC news | 8 |
| Raymond James & Associates, Inc. news | 5 |
| RBC Capital Markets, LLC news | 4 |
| Edward Jones news | 2 |
| Empower Advisory Group, LLC | 2 |
| PNC Wealth Management LLC | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Alton Point Advisors, LLC | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Cecil Wealth | 1 |
| Founders Financial Securities LLC | 1 |
| MML Investors Services, LLC | 1 |
| Main Street Advisors, LLC | 1 |
| Truist Advisory Services, Inc. news | 1 |
| Wealth Builders Financial Group LLC | 1 |
| Worthy Financial Services | 1 |
Advisors in Westminster, A to Z
CFP advisors in Westminster →- Cheryl L. ArmitageRBC Capital Markets, LLC
- Coleen K. BealJanney Montgomery Scott LLC
- Timothy J. BeschnerLPL Financial LLC
- Shaun M. BlakesleeAlton Point Advisors, LLC
- Jacob J. BooneRBC Capital Markets, LLC
- Claudette L. BoudreauxJanney Montgomery Scott LLC
- Justin K. BowmakerMML Investors Services, LLC
- Bryan CarneyJanney Montgomery Scott LLC · Certified Financial Planner
- James W. Carroll Jr.PNC Wealth Management LLC
- Andrew CecilCecil Wealth · Certified Financial Planner
- Stephen M. DefeoWells Fargo Clearing Services, LLC
- Scott D. FordJanney Montgomery Scott LLC
- Patrick T. GilliganJanney Montgomery Scott LLC
- Lisa M. GoretsasRaymond James & Associates, Inc.
- Charisma B. GreeneWells Fargo Clearing Services, LLC
- Kimberly R. GrelliRBC Capital Markets, LLC
- Damian L. HalstadLPL Financial LLC
- Jackson M. KlingenbergJanney Montgomery Scott LLC
- Jason A. KovalLPL Financial LLC · Certified Financial Planner
- Cory M. LansingerTruist Advisory Services, Inc.
- Andrew MeloPNC Wealth Management LLC · Certified Financial Planner
- Todd E. MitchellJanney Montgomery Scott LLC
- Brandon J. MonahanJanney Montgomery Scott LLC · Certified Financial Planner
- Edward A. MyersRaymond James & Associates, Inc. · Certified Financial Planner
- Brandon R. O'NeillEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David R. PeloquinMain Street Advisors, LLC · Certified Financial Planner
- Troy D. PetryRaymond James & Associates, Inc.
- Jacob N. PuckettLPL Financial LLC
- Gregory M. RhinesWealth Builders Financial Group LLC
- Robert W. RobertsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Karen Y. SeippJanney Montgomery Scott LLC
- Kara N. ShafferEmpower Advisory Group, LLC · Certified Financial Planner
- Matthew J. SherlockEmpower Advisory Group, LLC
- Wade M. SlatniskeEdward Jones · Certified Financial Planner
- Paul M. SorensonLPL Financial LLC
- Nathan S. SpanglerLPL Financial LLC
- Jacob L. SturgillLPL Financial LLC · Certified Financial Planner
- Ryan TumaLPL Financial LLC
- Devin P. VelnoskeyJanney Montgomery Scott LLC · Certified Financial Planner
- Douglas P. VelnoskeyJanney Montgomery Scott LLC · Certified Financial Planner
- Gregory G. WagnerRaymond James & Associates, Inc. · Certified Financial Planner
- Joseph E. WorthyWorthy Financial Services
- Blane A. WrightRaymond James & Associates, Inc.
- Christopher L. YinglingRBC Capital Markets, LLC
- Robert F. ZimmerFounders Financial Securities LLC
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 60Linthicum Heights 43
Questions
How many financial advisors are in Westminster, MD?
45 investment adviser representatives are registered at firm offices in Westminster, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 15 list the CFP designation.
Which firm has the most financial advisors in Westminster?
Janney Montgomery Scott LLC, with 11 registered advisors in Westminster, followed by LPL Financial LLC with 8.
How do I check a financial advisor in Westminster?
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.