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Financial advisors in Potomac, MD

Looking for a financial advisor in Potomac, MD? We list 108 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

108Advisors with offices here
18Median years of experience
1%At fee-only firms
30Firms represented

Largest firms here: Morgan Stanley (42), Wealthspire Advisors (25), Pathstone (4).

Nearby: Rockville, Derwood, Gaithersburg, Bethesda, Germantown, Montgomery Village, Kensington, Olney.

Filter and map these advisors

Morgan Stanley
45yrs
Robert Scherer
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top advisor by experience in Potomac
Fiduciary
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Morgan Stanley
44yrs
Barry Gallun
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 1% by experience in Maryland
Fiduciary
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HDS Capital Management
43yrs
Henry Stern
Financial advisor
Potomac, MD
Top 2% by experience in Maryland
Fiduciary
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Wealthspire Advisors
41yrs
Gary Sobelman
Financial advisor
12435 Park Potomac Avenue Suite 500
Potomac, MD 20854
Top 2% by experience at Wealthspire Advisors
Fiduciary
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Morgan Stanley
35yrs
William Barrett
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 5% by experience in Potomac
Fiduciary
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Osaic Wealth
35yrs
David Greene
Financial advisor
10000 Falls Road Suite 210
Potomac, MD 20854
Top 6% by experience in Potomac
Fiduciary
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Morgan Stanley
33yrs
Chris Wallace
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 7% by experience in Potomac
Fiduciary
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Wealthspire Advisors
32yrs
Jay Weinstein
Financial advisor
12435 Park Potomac Avenue Suite 500
Potomac, MD 20854
Top 8% by experience in Potomac
CFAFiduciary
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Wealthspire Advisors
32yrs
Scott Brody
Financial advisor
12435 Park Potomac Avenue Suite 500
Potomac, MD 20854
Top 9% by experience in Potomac
Fiduciary
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Arax Advisory Partners
32yrs
Glenn Arons
Financial advisor
Potomac, MD
Top 10% by experience in Potomac
Fiduciary
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Morgan Stanley
32yrs
Ryan Main
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 11% by experience in Potomac
Fiduciary
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LPL Financial
32yrs
Steven Cavagnaro
Financial advisor
11325 Seven Locks Rd.
Potomac, MD 20854
Top 12% by experience in Potomac
Fiduciary
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Meritis Wealth Management
32yrs
Heather McGolerick
Financial advisor
12435 Park Potomac Ave Suite 440
Potomac, MD 20854
Top 13% by experience in Potomac
Fiduciary
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Morgan Stanley
31yrs
Ross Charkatz
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 14% by experience in Potomac
Fiduciary
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Morgan Stanley
31yrs
Nicholas Serenyi
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 15% by experience in Potomac
Fiduciary
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Citigroup Global Markets
31yrs
Dariana Gordon
Financial advisor
CWM Retail, Sales 10101 River Road
Potomac, MD 20854
Top 6% by experience at Citigroup Global Markets
Fiduciary
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Morgan Stanley
31yrs
Kenneth Hecht
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 15% by experience nationwide
Fiduciary
Call Directions
Wealthspire Advisors
30yrs
William Schwartz
Financial advisor
12435 Park Potomac Avenue Suite 500
Potomac, MD 20854
Top 10% by experience at Wealthspire Advisors
CFP®Fiduciary
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Morgan Stanley
30yrs
Micheal Lipshultz
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 16% by experience in Maryland
Fiduciary
Call Directions
Wealthspire Advisors
29yrs
Howard Offit
Financial advisor
12435 Park Potomac Avenue Suite 500
Potomac, MD 20854
Top 13% by experience at Wealthspire Advisors
Fiduciary
Call Directions
Newedge Advisors
29yrs
Joshua Olds
Financial advisor
Potomac, MD
Top 18% by experience nationwide
CFAFiduciary
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Morgan Stanley
29yrs
Leonard Cohen
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 19% by experience nationwide
Fiduciary
Call Directions
Morgan Stanley
29yrs
Leonard Mangiaracina
Financial advisor
12505 Park Potomac Avenue Suite 200
Potomac, MD 20854
Top 19% by experience nationwide
Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read