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Best financial advisors in Benedict, MD

Registered advisers within 25 miles of Benedict, MD.

Offices
70
Firms
25
Combined AUM
$8.31T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,342,495 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
WEALTHCARE ADVISORY PARTNERS LLC
CALVERT WEALTH MANAGEMENT, INC.

Investors

Nicholas Cole Cable
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
Casey Christine Styer
Elizabeth E Rockenbaugh
Leo David Ritter
John J Carey
Gemma Marie Smith
John S Loving
JUSTIN ROBERT EMMERT
WAYNE RONALD SHOEMAKER
MICHAEL DENNIS PAXSON
Christopher Richard Day
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Kody Alec Slayton
Federico Reyna
Thomas R Riffe
Robert Allen Riffe
Roxanne Juanita Jones
Ryan David Payne
David McDonough
GEORGEANNE GRAYDON AIST
RICHARD HOFFMAN HOY
WILLIAM LINWOOD HOYLE
Stephen Coffey
Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN

Within 25 miles of Benedict, MD, Best Investors lists 25 registered investment advisory firms with 70 offices nearby, managing about $8.31T in combined regulatory AUM across 1,342,495 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 Benedict

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