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Best financial advisors in Adelphi, MD

Registered advisers within 25 miles of Adelphi, MD.

Offices
2,019
Firms
806
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,562 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

STRATOS WEALTH PARTNERS, LTD
J.P. MORGAN SECURITIES LLC
CROMWELL INVESTMENT ADVISORY, LLC
W&S BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
QP CONSULTING
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

BRITA MICHELE JONES
Nancy Burns Brzozowski
Angela Vaughan
SHUYUAN WANG
Robert Carrozza
STEPHEN HENRY CROMWELL
ABRAHIM Mutee KASSIM
MARK WASHINGTON MCGIBBON
MIBENGE SUMAILI
Herlin Reyes Ramos
LISSETT A JOHNSON
PAUL RYAN DOUGHERTY
MARK JOSEPH IVCEVICH
Paul Weeda
CRAIGORY MOSES BROWN
Scott Joseph Wallace
JOYCE ANN WALLACE
Antonio Lemount Thomas
TAWANA PATRICE MENSAH
GLEN LAMAR JACKSON
JOSEPH LEONARDO DAVIS
RAYNOLD WILMOT MENSAH
CHRISTOPHER MAURICE PIRTLE
KENNETH Arrington CLARKE
David Johnson
Eric Daegun Han

Within 25 miles of Adelphi, MD, Best Investors lists 806 registered investment advisory firms with 2,019 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,562 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 Adelphi

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