Best Investors Account Sign in

Best financial advisors in Bel Alton, MD

Registered advisers within 25 miles of Bel Alton, MD.

Offices
199
Firms
96
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,907,349 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WEALTHCARE ADVISORY PARTNERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC

Investors

JESSICA MAE REPASI
JOHN DANIEL SALAN
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
Philip Wallace Watson
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
Mark Farney
Keven W Kling
Jennifer E Kling
BENJAMIN WADE COMPTON
RICHARD HOFFMAN HOY
GREGORY WILLIAM CONKLIN
Shaun Everett Kline
Mark Gordon Walker
Khiry Devan Lee
Liam Campbell
GEORGE AUSTON SNOOK
Robert Joseph Brewer
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
Nicholas Cole Cable
Linda Sims
GEORGEANNE GRAYDON AIST
WILLIAM LINWOOD HOYLE

Within 25 miles of Bel Alton, MD, Best Investors lists 96 registered investment advisory firms with 199 offices nearby, managing about $13.1T in combined regulatory AUM across 2,907,349 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 Bel Alton

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM