Best Investors Account Sign in

Best financial advisors in Accokeek, MD

Registered advisers within 25 miles of Accokeek, MD.

Offices
1,249
Firms
591
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
3.87M
3,874,644 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERICAN EXECUTIVE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WESLING FINANCIAL PLANNING SERVICES CORP.
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST PERSPECTIVE CAPITAL LLC

Investors

Linda Sims
Agaitha Mae Allen
YONAS SHIFERAW DEMEKE
Nicole Miyuki Jackson
Michael Patrick Casey
Kareem Campbell
ROBERT ALAN GERARD SMITH
GABRIEL XAVIER ADAMS
Robert Joseph Brewer
JENNIFER SHANKO
TIMOTHY ROBERT WESLING
WILLIAM LINWOOD HOYLE
GEORGEANNE GRAYDON AIST
MICHELLE CULPEPPER FENAOUI
Carlos Velasco
James Lee Rouse
STEPHEN DAKIN PATTISON
LOVIE TAJUANIA LEACH
Michael Anthony Bryant
Roxanne Juanita Jones
Khiry Devan Lee

Within 25 miles of Accokeek, MD, Best Investors lists 591 registered investment advisory firms with 1,249 offices nearby, managing about $20.3T in combined regulatory AUM across 3,874,644 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Accokeek

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM