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Best financial advisors in Annapolis, MD

Registered advisers within 25 miles of Annapolis, MD.

Offices
658
Firms
238
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,090,021 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HF ADVISORY GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
CWM, LLC
1 NORTH WEALTH SERVICES, LLC
SHAKER FINANCIAL SERVICES
MDRN CAPITAL
SYNERGY DIVORCE SOLUTIONS
ATLANTIC FINANCIAL PLANNING LLC
VAN CLEMENS WEALTH MANAGEMENT, LLC

Investors

VINCENT JEROME PASKO
JASON EDWARD MESSINEO
STEPHEN MAROHL
RAYMOND LEE HOBSON
MARIANNE RECHELLE DURHAM
Renea Phalicia Campbell
JEFFREY JOHN FURNISS
JOHN RICHARD NISTLER
William Lawrence Patriarca
Joseph Codd
STEVEN DAVID FILO
Mackenzie Watson
ROBERT DAILEY
OSBORNE DAHLGREN CHRISTENSEN
DAVID WAYNE HAWKINS
BRIAN PHILLIP GIBBONS
LARRY ROBERT LAVORINI
ANTHONY PAUL LANGELLO
Devin Charles Anthony
DENISE RACHELLE ALLEN
SEAN MICHAEL DUFFY
GEORGE GEOFFREY GALSTER
TRACY ANNE DONOHO
Laura Mae Lucas
RUSSELL RIKI HARADA
STEPHEN MICHAEL SCHAD
Jackson Heineman
Romelia Jones
BRAD CHRISTOPHER LONG
RONN NELSON NUGER
WILLIAM ENSIGN THOMPSON
JEREMIAH BRIAN SMITH
MICHAEL P MARTIN
ROBERT J JOHNSON
MATTHEW BUTLER
Cornelia Ruth Mallari
Kelli Waclawski
WILLIAM RYAN MILLS
GABRIELLA MADISON MCLEAN
GREGORY MAY
DEIRDRE MUIREANN SHAFEA
ALEXANDER ROBERTS
EVAN William CARTER
NATHAN PERRY HEPWORTH
ANDREW NURMI
QUOCTUAN LUU
MICHELLE SALMON
SARAH TOPPING
DANIEL WITTIG
MEREDITH ALLYSSA HARRISON
TYLER YODER
KEVIN D SMOLE
KATARINA STEIN
TODD H BATTY
DAVID M. POLLACK
STEPHEN PORTER
JUSTIN WHITCOME
ANNA MARIE FAGAN
KATHRYN LEIGH PUTEK
John Edward Milchling
Dimitri Sfakiyanudis
JAMES EDWARD BRENNAN
MARY LUCILLE HUGHES
Alexandros Jeevan Seebachan
ROBERT M. SHAKER
Christian Alan Norman
Christopher James McFarland
DAVID B SNYDER
Lindsey Tomasula Tummond
Michael Awwad
JEREMY BLAKE JONES
MATTHEW JOHN IDOUX
Jake Peltier
Dayne Rachel Lawyer
Michael A. Lovell
Delano J Ponce
Joshua Roland Johnson
Austin Scott Tharp
Andrew Carl Zuch
AARON ABEL TYBURSKI
Ashton Augustus Hartman
SKYLER JONATHAN OTTO
KERRY WILLIAM RYAN DEVAUGHN
GREGG MICHAEL INDOVINA
Troy Earl Reeder
CHARLES KELLY RYAN
MARK JEFFREY MURPHY
ERIC CHARLES SILK
MATTHEW DAVID SOBOCINSKI
ALEXANDRA WHITE
CHRISTOPHER SABIA
PAUL EDWARD PECK
ROBERT DOUGLAS WILSON
Steven Francis Bryant
TIMOTHY T KEFFER
BRENDAN DANIEL O'ROURKE

Within 25 miles of Annapolis, MD, Best Investors lists 238 registered investment advisory firms with 658 offices nearby, managing about $16.2T in combined regulatory AUM across 3,090,021 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

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM