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
Mary Mcfadden Sexton
Registered Affiliation(s):MORGAN STANLEY
Sheila Bernadette Cheek
Registered Affiliation(s):EDWARD JONES
Hallett Raymond Gates
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Richard Drummond Long
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Alisa Lea Schultz
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Steve Anthony Janvier
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Bennett Clarke Whitlock
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David V Nolan
Registered Affiliation(s):EDWARD JONES
Herbert Leon Mcclary
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Winston Smith
Registered Affiliation(s):MORGAN STANLEY
John Anthony Mele
Registered Affiliation(s):MORGAN STANLEY
Paul Henry Carlson
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Eric Jordan Teichberg
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
John Curtis Mcknight
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Henes Schoener
Registered Affiliation(s):CRESSET ASSET MANAGEMENT, LLC
Gary Stuart Williams
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Alan Rosenthal
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Surendra Vishnuprasad Dave
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Solon George Vlasto
Registered Affiliation(s):BERNHARDT WEALTH MANAGEMENT, INC.
Kenneth Antonio Rubio
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
K Evan Kennedy
Registered Affiliation(s):SEIA
Michael Adam Feldman
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Micah Craig Hopkins
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Joseph Rietano
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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