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Best financial advisors in Allen, MD

Registered advisers within 25 miles of Allen, MD.

Offices
35
Firms
18
Combined AUM
$5.38T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,020,456 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
WEALTHSPIRE ADVISORS
WEALTHSPIRE RETIREMENT ADVISORY
TLG ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MORGAN STANLEY
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
ATLAS PRIVATE WEALTH ADVISORS

Investors

THOMAS ALAN PRUNTY
JERIENE REED
KAREN JILL HALL
JEFFREY WILLARD MARSHALL
KIMBERLY SARAH MAGAHA
LUKE STEVEN SMITH
GARY PAUL DESJARDINS
Trent W Hofmeister
Jude Christopher Cypher
Durene Lenis Wilhelmi
William Robert Staples
Jessica Ann Eisemann
Deena Kenney Mills
Sarah L Edwards
Samantha Chesley
Dylan S Thompson
Scott Alexander Wight
Allyson Christensen Wade
OSBORNE DAHLGREN CHRISTENSEN
MARK LINWOOD GRANGER
DANIEL LINWOOD LIVINGSTON
Michael Warren Magee
KYLE EDWARD LIVINGSTON
DAVID OWEN LIVINGSTON
Sharon E Perdue
WILLIAM STANLEY ROBINS
MALGORZATA BARBARA MAGATHAN
Joshua J Currence
DAVID ROBERT ESHAM
GAIL L NELSON
KRISTOPHER MARK TODD
Peter A Scott
Jason Edwards
JOHN ELLIOTT DEYSHER
MARK EDWARD APOLENIS
Daniel Lawrence Gardiner
DENNIS WAYNE GRINESTAFF

Within 25 miles of Allen, MD, Best Investors lists 18 registered investment advisory firms with 35 offices nearby, managing about $5.38T in combined regulatory AUM across 1,020,456 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 Allen

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM