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Best financial advisors in Berlin, MD

Registered advisers within 25 miles of Berlin, MD.

Offices
81
Firms
36
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,389,433 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MONTGOMERY FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PKS INVESTMENT ADVISORS LLC
SNOWDEN CAPITAL ADVISORS LLC
WORLD INVESTMENT ADVISORS, LLC
CWM ADVISORY, LLC
LPL FINANCIAL LLC

Investors

Alexis Roskovich Mumford
CARRIE REGINA DUPUIE
COLLIN DANIEL MACOMBER
JOHN HENRY REPASS
CHRISTOPHER DONALD HOEN
CURTIS GORDON MACOMBER
Charles Gordon Adams
Michelle Lee Gerlitzki
Tylor D Lennox
HAROLD B GORDY
TROY DEAN LENNOX
Andy Kim
David Rodriguez
Nicholas Charles Chung Craven
William James Strausbaugh
JEFFREY DAVID MONTGOMERY
Zachary Aaron Newton
John Kilian
JOSEPH DONALD WILSON
Dahri Jahn
Patrick John Sears
Lucas Holmes
John T Arrington
TIMOTHY MICHAEL LUND
John K Kilian
Anna G Newton
William L Mustin
SAMUEL MICHAEL LEKITES
RYAN CARROLL KIRBY
CHRISTOPHER S HAYES
ANDREW JOHN MCLAUGHLIN
John Bennish
HAROLD LYNN CARMEAN
Tristan L Jacobi
Jordan Rae Talbert
BRIAN LEE SELZER
Kendall Elizabeth Holmes
Hunter Nathaniel Selzer
CYNTHIA LOUISE HILL
Larry E. Leese
KRISTINA FRENIER CONNELL
Reena Oettinger
Max Hutsell
Christopher McGeorge Dear
ANDREA LOUISE HASTINGS
PHYLLIS RICE MITCHELL
STEVEN EUGENE SWEIGERT

Within 25 miles of Berlin, MD, Best Investors lists 36 registered investment advisory firms with 81 offices nearby, managing about $10.2T in combined regulatory AUM across 1,389,433 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 Berlin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM