Top Financial Advisors in Rockville, Maryland
Finding the right financial advisor in Rockville 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 Rockville, 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 Rockville, MD.
Find the Best Financial Advisor Firms in Rockville:
XML FINANCIAL GROUP
CRD#: 284987
Address: 1 Preserve Parkway Suite 120, Rockville, MD 20852
Clients: 5,523
Average Clients per Advisor: 178
AUM: $ 2.3B
GROVE POINT ADVISORS, LLC
CRD#: 313171
Address: 2440 Research Blvd Ste 500, Rockville, MD 20850
Clients: 6,776
Average Clients per Advisor: 21
AUM: $ 1.9B
SPC FINANCIAL INC
CRD#: 104618
Address: 3202 Tower Oaks Blvd Suite 400, Rockville, MD 20852-4219
Clients: 671
Average Clients per Advisor: 44
AUM: $ 1.0B
MARYLAND FINANCIAL GROUP, INC.
CRD#: 122320
Address: 2600 Tower Oaks Boulevard Suite 220, Rockville, MD 20852
Clients: 1,394
Average Clients per Advisor: 37
AUM: $ 976M
FINANCIAL SERVICES ADVISORY
CRD#: 104513
Address: One Church Street Suite 901, Rockville, MD 20850
Clients: 577
Average Clients per Advisor: 64
AUM: $ 708M
CIC WEALTH, LLC
CRD#: 290198
Address: 1101 Wootton Parkway Suite 980, Rockville, MD 20852
Clients: 602
Average Clients per Advisor: 54
AUM: $ 551M
How We Chose the Top Financial Advisors in Rockville, Maryland
To create this list of top financial advisor firms in Rockville, 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 Rockville has to offer.
Search Financial Advisors in Rockville, Maryland
Michael Patrick Hoffman
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Elizabeth Ann Krisko
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Kurz Eichelberger
Registered Affiliation(s):WEALTHSPIRE ADVISORS
James Kevin Meek
Registered Affiliation(s):MORGAN STANLEY
Peter Karl Berneburg
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Rod Farzan Faghani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kenneth A Hecht
Registered Affiliation(s):MORGAN STANLEY
David Larry Johnson
Registered Affiliation(s):SEIA
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
Jeffrey David Carlson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Mark Gurley
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
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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