Best Investors Account Sign in

Best financial advisors in Avenue, MD

Registered advisers within 25 miles of Avenue, MD.

Offices
48
Firms
21
Combined AUM
$8.04T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,266,505 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

RETIREMENT MANAGEMENT SYSTEMS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
FOUNTAINHEAD FIDUCIARY, LLC
LPL FINANCIAL LLC

Investors

JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
Christie L Agamaite
David McDonough
John S Loving
Carrie Anne Kelly
Theodore James Secor
Jeffrey L Linger
David Mcguire Smith
Joan Valerie Smith
TAMMY LEE GLADSTONE
COLLEEN SUZETTE BLUNDELL
MARY KATHLEEN SULICK
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
Sabrina Prescott Lee
Liam Campbell
GEORGE AUSTON SNOOK
Annmarie K Trombino
Laura Ann Hyatt
William Conrad Reuter
Nicholas Cole Cable
Ryan Christopher Palmieri
Troy Grimes
Lisa Marie Grimes
BENJAMIN PAUL BARBOUR
ANDREW DUNBAR
PAUL John AUBIN
Sean Evan McGuire
Sarah LeAnne Weems

Within 25 miles of Avenue, MD, Best Investors lists 21 registered investment advisory firms with 48 offices nearby, managing about $8.04T in combined regulatory AUM across 1,266,505 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 Avenue

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM