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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

EDWARD JONES
BAYVIEW INVESTMENT COUNSEL, INC
MODERA WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
J. W. COLE ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROSTATIS FINANCIAL ADVISORS GROUP
PFS INVESTMENTS INC.
BANKERS LIFE ADVISORY SERVICES, INC.
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC

Investors

Paul Edward Schiavone
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
ALPHONSO HOUSTON
Roosevelt Pierre Elivert
Steven Paul Dannenmann
RONALD JOHN CAMPBELL
Jesus Alejandro Rodriguez
RYAN C HERBERT
VANESSA LYNN PRUETT-URIE
MICHAEL ANTHONY CANET
KATHERINE MARIE GROCE
Brian Canet
ANDREW STERLING ASHTON
Lawrence Kiely
KIMBERLY Anne OWEN
COLLEEN ANN SCHULER
JOHN THOMAS GIBSON
Graham S Smith
JAMES MICHAEL GABARRA
MARGARET SUZANNE KOSMERL
Wesley L Lindquist
Stephanie Nicole Boddiford
Sonya Marie Coleman
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
KIRK RONALD BLACKMAN

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