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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

KESTRA PRIVATE WEALTH SERVICES, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
NEAT FINANCIAL PLANNING
WORLD INVESTMENT ADVISORS, LLC
CAPTRUST
MML INVESTORS SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
FIRST COMMAND ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
CREATIVE PLANNING
MODERA WEALTH MANAGEMENT, LLC
ONESEVEN

Investors

Rachel Eisenhart
Andrew J. Mika
Chris John Meighan
ROBERT HOWARD BURNS
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
JING ZHENG
NABIH GEORGE NABTI
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
Jennifer L Calara
Ignacio Calles
ROBERT CHARLES VIRDEN
FANG GU
MICHELLE NICOLE BALFE
Thomas Albert Cabral
JAMES C FITZE
Jacob Christopher Engel
GERARD AUGUSTINE RANSING
WALTER ALAN CLARK
SARAH CHAMBERLAIN WHITE
Lloyd H Polmateer
Sean Patrick Joiner
JOHN CHARLES HILL
JAMES MICHAEL SEMINARA
ROBERT MICHAEL LEMBO
KEVIN QUAY WILLIAMS
ELIZABETH JOSEPH
Karen Marie Foley
Kim Marcia Galbreath
Mark Gyle Spitler
Kenneth Hopkins
Joseph Samuel DeAcosta
ROBERT LEE DAVIS
WESTON DYER BURNETT
Jeremy Boyd Laughton
JORDAN RUBIN
SOLON GEORGE VLASTO
TIMOTHY STEPHEN KOEHL
MICHAEL PETE GEORGE
ALISHIA AREZOU DUBOIS
Blake Jackson Willis
Evan Leyton McCullers
PAUL J. PHELAN
MATTHEW THOMAS WILLIAMS

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