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Best financial advisors in Annapolis Junction, MD

Registered advisers within 25 miles of Annapolis Junction, MD.

Offices
1,749
Firms
716
Combined AUM
$23.4T
Firm-wide filings, not assets booked only here
Clients
3.82M
3,821,473 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

KLUZ VENTURES
HALCYON VENTURE PARTNERS, LLC
FRONTIER MARKET VENTURES LLC
LPL FINANCIAL LLC
IVY LEAGUE FINANCIAL ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
MARTIN-DIAMOND PROPERTIES LLC
COMPOUND CAPITAL HOLDINGS LLC
ZEAL CAPITAL MANAGEMENT, LLC
EDELMAN FINANCIAL ENGINES
PRIME CAPITAL FINANCIAL
PRIVATE ADVISOR GROUP, LLC

Investors

TRUNG KIEN VU
KAREN YVONNE HOLMES
ALVIN CLIFFORD HAILSTORKS
Ryan Kobe Tillery
Lisa Anne Crivella
CHRISTOPHER NEAL BROWN
MATTHEW SANCHEZ
TIFFANY K VIOLANTE
SHARON LEE CHAPMAN
JARED JAMES VIOLANTE
XIAPING LIN
Aruzhan Ablyazova
ROBERT SCOTT HAUSMAN
DONALD EDWARD BURKLO
JAMES PATRICK MCNEILL
BRIAN RAY GRIMES
CARLOS ALBERTO ROMERO
SARAH ELIZABETH BURTON
Sean L Cable
James Evan Liaw
Stephanie Ann Yoingco
KEVIN JOSEPH COLLERAN
CORINNE ELIZABETH DOREY
RYAN CHRISTOPHER POIRIER
JEROME BRUCE LIEBSTEIN
SURENDRA VISHNUPRASAD DAVE
MANUEL ROBERTO GONZALEZ TERAN
SAMANTHA AMANDA FRAELICH-ROHE
BRAD MICHAEL GLICKMAN

Within 25 miles of Annapolis Junction, MD, Best Investors lists 716 registered investment advisory firms with 1,749 offices nearby, managing about $23.4T in combined regulatory AUM across 3,821,473 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 Annapolis Junction

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM