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Best financial advisors in Baltimore, MD

Registered advisers within 25 miles of Baltimore, MD.

Offices
1,077
Firms
379
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,290,730 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

WORTHNET, LLC
LPL FINANCIAL LLC
DECISIONS, LLC
D.F. DENT AND COMPANY, INC.
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
BOOSTER, LLC
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
ABR CAPITAL PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SNOWDEN CAPITAL ADVISORS LLC
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Investors

ALEX DAVID DALEY
Joel Daniel Hergenreter
MARVIN HARRIS BARGE
THEODORE PROUT REYNOLDS
CECIL DANIEL DENTON
LINDA WATSON MCCLEARY
DANIEL FORBES DENT
THOMAS FRANCIS O'NEIL
THOMAS CLYDE TAVENNER
JENIENNE MINITER FAGAN
ROBERT DAVID BUDDE
STEVEN CHARLES SMITH
FRANK MACKEY HUGHES
LYNN ANITA MISNER
VAN NHA NAGLIERI
STEPHEN ANTHONY SEIVOLD
COREY PATRICK TURNER
KELLY LEILANI BORTH
MICHAEL MATTHEW THOMPSON
Thomas M. Hunt
JOHN MATTHEW BORTH
ELYSE ANNTOINETTE JACOBS
DAVID PAUL BROWN
Joseph Kent Reilly
JEFFREY WILLIAM LINK
VALERIE CAMPBELL
MICHAEL ANTHONY ANSELMI
DEAN BLAGOI SHUPLINKOV
DOUGLAS JOHN BRANDEEN
THOMAS HOLDEN HENRY
KYLE CHRISTOPHER MCDONELL
JUDITH FISH SPECHT
CONNOR BRANDEEN
DAVID WAYNE WOOLFORD
PHILIP ANTHONY LAZZARI
ERIN SCHLUTER STOECKER
PAUL ERIC WATSON
Spencer Reece

Within 25 miles of Baltimore, MD, Best Investors lists 379 registered investment advisory firms with 1,077 offices nearby, managing about $20.2T in combined regulatory AUM across 3,290,730 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 Baltimore

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