Top Financial Advisors in Bethesda, Maryland
Finding the right financial advisor in Bethesda is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bethesda, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bethesda, MD.
Find the Best Financial Advisor Firms in Bethesda:
CHEVY CHASE TRUST COMPANY
CRD#: 110742
Address: 7501 Wisconsin Avenue 15th Floor, Bethesda, MD 20814
AUM: $ 32.0B
HERITAGE INVESTORS MANAGEMENT CORP
CRD#: 110420
Address: 7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878
Clients: 122
Average Clients per Advisor: 20
AUM: $ 3.1B
PENNINGTON PARTNERS & CO., LLC
CRD#: 282688
Address: 7920 Norfolk Avenue Suite 1150, Bethesda, MD 20814
AUM: $ 1.7B
FBB CAPITAL PARTNERS
CRD#: 108967
Address: 4520 East-west Highway Suite 450, Bethesda, MD 20814
Clients: 485
Average Clients per Advisor: 32
AUM: $ 1.6B
TRUMBOWER FINANCIAL ADVISORS LLC
CRD#: 107495
Address: 3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330
Clients: 156
Average Clients per Advisor: 19
AUM: $ 1.5B
SARGENT INVESTMENT GROUP
CRD#: 297499
Address: 7250 Woodmont Avenue Suite 260, Bethesda, MD 20814
Clients: 149
Average Clients per Advisor: 13
AUM: $ 1.0B
How We Chose the Top Financial Advisors in Bethesda, Maryland
To create this list of top financial advisor firms in Bethesda, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bethesda has to offer.
Search Financial Advisors in Bethesda, Maryland
James Kurz Eichelberger
Registered Affiliation(s):WEALTHSPIRE ADVISORS
James Kevin Meek
Registered Affiliation(s):MORGAN STANLEY
Rod Farzan Faghani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Peter Karl Berneburg
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
David Larry Johnson
Registered Affiliation(s):SEIA
Kenneth A Hecht
Registered Affiliation(s):MORGAN STANLEY
Daniel Lawrence Simonds
Registered Affiliation(s):CONTRARY INVESTMENT ADVISORS
Alex Thomson Mann
Registered Affiliation(s):MORGAN STANLEY
Laurie Jean Blackburn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher Mark Gurley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey David Carlson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Michael Kozlowski
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Kathleen Ann Costlow
Registered Affiliation(s):MORGAN STANLEY
Dickinson Jenkins Miller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Solomon Smith
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Shaun Eddy
Registered Affiliation(s):OXFORD PLANNING GROUP, LLC
William Forest Orr
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Patrick Keenan
Registered Affiliation(s):SEIA
Scott Stirling Walker
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
John Michael Splain
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Neil Jude Goetzman
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Chris Varlotta
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
David William Harrell
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Philip John Rauch
Registered Affiliation(s):WILLIAM BLAIR
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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