Financial advisors in Silver Spring, MD

81 advisors · page 2 of 3

Dewayne Ellis
Financial advisor at The Wealth Syndicate LLC
The Wealth Syndicate LLC · $6.5M AUM
VerifiedFinancial planning
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Edith Bonilla
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Elizabeth Cruz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Elizabeth Joseph
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Eric Bailey
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Eric Han
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ethel Treister
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Feldy Suwito
Financial advisor at Bnb Wealth Mangagement, LLC
Bnb Wealth Mangagement, LLC · $264.6M AUM
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Frances Toler
Financial advisor at Rossby Financial, LLC
Rossby Financial, LLC · $854.8M AUM
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Gary Diegert
Financial advisor at Rossby Financial, LLC
Rossby Financial, LLC · $854.8M AUM
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Hazel Toler
Financial advisor at Rossby Financial, LLC
Rossby Financial, LLC · $854.8M AUM
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Ioannis Papadimitris
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Isiah Williams
Financial advisor at Audible Wealth Management
Audible Wealth Management · $76.4M AUM
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Jacquelyn Cortright
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Jaideep Chawla
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
VerifiedFinancial planning
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Jayne Ly
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Jeslling Montalvan
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Jimmy McMillian
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Joanne Jaeger
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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John Henderson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joi Thompson
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Jonathan McKinney
Financial advisor at Audible Wealth Management
Audible Wealth Management · $76.4M AUM
VerifiedFinancial planning
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Joseph Martin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Joshua Daugherty
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Joyce Wallace
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Justin Marcus
Financial advisor at Fortis Capital Advisors, LLC
Fortis Capital Advisors, LLC · $1.62B AUM
VerifiedFinancial planning
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Kenneth Greenwood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Laura Gonzalez Portillo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Lisa Hane
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Madison Hedrick
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Silver Spring, MD

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Silver Spring, MD.

How this list works

Before you hire an advisor in Silver Spring, MD