Best Investors Account Sign in

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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
AE WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
OSAIC WEALTH, INC.
MONEY CONCEPTS CAPITAL CORP
CATOCTIN RIDGE WEALTH PARTNER

Investors

Vernon Dabney
TOBY CRITES
KELLY I. BATEY
KATHY EICHELBERGER SCHULTZE
Kevin R Moore
TIMOTHY J MOORE
DANIELLE NICHOLE LEONARD
Patrick Kavanaugh
David Y Chang
STEPHEN K WALDYCH
CHRISTOPHER PAUL HOFMEISTER
Michael Wayne Kolasa
HENRY ROSS WIXON
BRUCE E JOHNSON
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Derek P Helman
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
Susan Elizabeth Edmiston
Robert John Correll
Emily S Bivona
Timothy Charles Kovalchick
Eric A Vinores
Hondamir Ken Burhon
KATHLEEN FINN
David Rectenwald

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