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Best financial advisors in Boyds, MD

Registered advisers within 25 miles of Boyds, MD.

Offices
1,479
Firms
608
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.91M
3,912,044 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
PEAK INVESTMENT ADVISORS, INC.
EQUITY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
MILESTONE ASSET MANAGEMENT, LLC
MY WEALTH MANAGEMENT, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
NAVY FEDERAL INVESTMENT SERVICES, LLC
NEA MEMBER BENEFITS
ENROUTE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.

Investors

DAVID ALLEN ROPER
SEAN EVERETT FALK
PAUL ADAM SORTINO
JEFFREY DAVID HILWIG
Alvin Costa
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White
CHRISTOPHER GRANT LAWSON
CHARLES FREDERICK SMITH
MICHELLE LYNN BENDER
Austin Catania
Patrick Thomas Reinheimer
Bradford Wayne Yeakle
JEFFREY WAYNE YEAKLE
TRICIA LYNNE TRIPP
ZACHARY DAVID ARMIGER
Reiner Heydemann
DONALD ORIN ANDRUS
LISA SOTIR OZKAN
TAREN DANETTA COLEMAN
Andrew Foster Hall
Moni Chowdhury Engineer
EDWARD LOUIS NEVELEFF
Matthew Cancino
EDUARDO LIMA CORREA
RONALD AARON FUCHSMAN
ILGHAR SAMADZADEH
BRENDA N YOMBO
KEYOOR ANANT BRAHME
PRINCE K AWUAH

Within 25 miles of Boyds, MD, Best Investors lists 608 registered investment advisory firms with 1,479 offices nearby, managing about $19.3T in combined regulatory AUM across 3,912,044 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 Boyds

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM