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Best financial advisors in Barnesville, MD

Registered advisers within 25 miles of Barnesville, MD.

Offices
1,189
Firms
480
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,443,789 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
PEAK INVESTMENT ADVISORS, INC.
EQUITY SERVICES, INC.
MY WEALTH MANAGEMENT, INC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MILESTONE ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
NEA MEMBER BENEFITS

Investors

TRICIA LYNNE TRIPP
ZACHARY DAVID ARMIGER
Reiner Heydemann
DAVID ALLEN ROPER
SEAN EVERETT FALK
PAUL ADAM SORTINO
Bradford Wayne Yeakle
JEFFREY WAYNE YEAKLE
JEFFREY DAVID HILWIG
Alvin Costa
MICHELLE LYNN BENDER
Austin Catania
Patrick Thomas Reinheimer
CHRISTOPHER GRANT LAWSON
CHARLES FREDERICK SMITH
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White
CHRISTOPHER H MILLER
Moni Chowdhury Engineer
Adama Hawa Diallo
Wenfei Zhou
Nathan S Harris
JUSTIN M RAMSBURG
Matthew Owens
PAUL ANDREW HYNES
DONALD ORIN ANDRUS
LISA SOTIR OZKAN
TAREN DANETTA COLEMAN

Within 25 miles of Barnesville, MD, Best Investors lists 480 registered investment advisory firms with 1,189 offices nearby, managing about $18.6T in combined regulatory AUM across 3,443,789 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 Barnesville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM