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Best financial advisors in Beltsville, MD

Registered advisers within 25 miles of Beltsville, MD.

Offices
1,994
Firms
810
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
4.00M
3,995,837 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IZUCHI LLC
TRUIST ADVISORY SERVICES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
M HOLDINGS SECURITIES, INC.
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
W&S BROKERAGE SERVICES, INC.
ARROW INVESTMENT ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
EDELMAN FINANCIAL ENGINES

Investors

ANNETTE JACKSON-JOLLY
SCOTT CHRISTOPHER COVINGTON
ROBERT CALMER NEWLAND
Alejandra Beatriz Dominguez Jimenez
Debbie Elizabeth Merlos
Elmer M Garcia
ANTHONY MALONE
AZIZAT ABIODUN ADALIKWU
Urenna Chimsomaga Okoye
LISSETT A JOHNSON
NIKITA LODHA
IAN JASON SEEBACHAN
CHARLES FREDERICK SMITH
ANDRE MUHAMMAD
Chima Bertram Uzobuihe
DAVID NELSON MCMILLAN
LINLY KENROL RAMLAL
Heather Lynn Ramlal
Joseph Abiodun Apanisile
REGINALD BARRINGTON LLOYD
KURT NICHOLAS KNOESS
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
ABRAHIM Mutee KASSIM
CURTIS LEE SUMPTER
PHYLLIS AFRIYIE
DAVID JON HEINEMANN
JENNIFER GALT SEVIER
PETER JAMES ROSENFELDER
Joanne Jaeger
WILLIAM H KIM

Within 25 miles of Beltsville, MD, Best Investors lists 810 registered investment advisory firms with 1,994 offices nearby, managing about $23.8T in combined regulatory AUM across 3,995,837 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 Beltsville

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