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Best financial advisors in Boonsboro, MD

Registered advisers within 25 miles of Boonsboro, MD.

Offices
166
Firms
62
Combined AUM
$9.80T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,543,677 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
PLAN2RETIRE
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
ONESEVEN
CALTON & ASSOCIATES, INC.
LEGACY INVESTMENT STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Investors

Heidi Reif-Jones
Tyler Drew Hornbecker
JEFFREY ALAN BOWERS
SHANE MICHAEL SMALL
BRANDI DANIELLE SMALL
KEGAN PHILLIP MURPHY
TIMOTHY BEALS PANTHER
Darrell Edward Evans
ANNE RAGHU
JOHN BREWSTER STEVENS
JEREMY SAUERS
DANIEL ALLEN NORRIS
JEREMY FRANK DOUGLAS
Douglas Keller Nigh
Nathanael David Hanft
Mitchell Paul Belella
ADAM RUSSELL CLAYTON
JOHN RANDOLPH PULLARO
BECKY SUE LYNCH
DAVID MATTHEW COLLINS
John Holden Hershey
JOHN RAYMOND HERSHEY
LAURA SPESSARD HERRERA
Catharine Glenn Weber
JENNIFER REBECCA BRANDENBURG
GRETCHEN MARIE GAWLER
GERALD WAYNE SPESSARD
CORT FREDERICK MEINELSCHMIDT
Kelsi Shaun Munson
JOSHUA ADAM ZOLDAN
Alyssa M Groves
Brian David Yurek

Within 25 miles of Boonsboro, MD, Best Investors lists 62 registered investment advisory firms with 166 offices nearby, managing about $9.80T in combined regulatory AUM across 2,543,677 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 Boonsboro

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM