Best Investors Account Sign in

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

CERITY PARTNERS LLC
MCAS
KLUZ VENTURES
MILLENNIUM FINANCIAL SERVICES LLP
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
SUMMIT FINANCIAL, LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
MOORING FINANCIAL CORPORATION
SIGNET FINANCIAL MANAGEMENT, LLC
RULE72 FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALMARK ADVISERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ANGELA MARIE LARKIN
Brandon Jeromy Gromadzki
WILLIAM ARTHUR LASCELLE
KATARZYNA ANNA KUSMIERZ
YAYA WANG
GERALD JOSEPH RADICAN
JAMES MICHAEL WEHR
Erik Robert Rinehold
Brittany Nicole Janssen
ROBERT RONALD OBRAITIS
Patrick Daniel Tessier
Joshua Clark Cohen
Caroline Virginia Ludwick
JOHN MALCOLM MULLIS
FRIDTJOV MARKUSSEN
ANGELA MULLIS BENDER
Matthew Albritton
BRETT DOUGLAS BENDER
TUCKER RYAN HOLT
ASHLEY LAKEN BARBER
Sean Strock McCarthy
James Morrison Ventrelli
Kevin Thomas Brown
Luke Christopher Estep
LUKE JACKSON
Alexis Margaret Peed
EVGENIY YURIEVICH YASHIN
Robert Adly Barron
DAVID ALLEN MILLER
CONNELL ANDREW LEE
ANTHONY JOHN MARX
Lourdes Ros McMichael
MARY JANET HITCHCOCK
Michael Imoh
BRUCE MICHAEL PEARLMAN
ROBERT AMIR FEISEE
MICHAEL NGUYEN BUI
EDWARD CHARLES SKELLY
Aidan Joshua Baron
Franklin Lamar Stitely
Jeffrey Perry

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