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Best financial advisors in Brandywine, MD

Registered advisers within 25 miles of Brandywine, MD.

Offices
669
Firms
346
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.46M
3,456,291 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

MISSIONSQUARE INVESTMENTS
MISSIONSQUARE WEALTH MANAGEMENT
SAX CAPITAL LLC
IMPACT PARTNERSHIP WEALTH, LLC
HSBC SECURITIES (USA) INC.
WELLS FARGO CLEARING SERVICES, LLC
HALCYON VENTURE PARTNERS, LLC
FRONTIER MARKET VENTURES LLC
THE EDGAR LOMAX COMPANY
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
CORETEGIC CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE CARLYLE GROUP
PFS INVESTMENTS INC.
PEOPLE FIRST FINANCIAL ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC
CENTERPOINT CAPITAL LLC

Investors

Sally DeWitt
JASON CHARLES CLARK
Nadia Omar Schmidt
BRIAN CHARLES DORSEY
Rick Hoskins
Lisa Marie Fenton Kim
AAHOO Heidari SIGARCHI
ROBERT LEWIS TURNER
NEYCI YADIRA SUED
Rochelle Stevenson Brown
Kendall Pace
KEVIN QUAY WILLIAMS
ANTHONY THOMAS REYNOLDS
JAMES ALLEN
PHILIP VERLEY
KATRINA ROMONA RIDDICK
ANTHONY KAYODE ADENIKINJU

Within 25 miles of Brandywine, MD, Best Investors lists 346 registered investment advisory firms with 669 offices nearby, managing about $18.3T in combined regulatory AUM across 3,456,291 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 Brandywine

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM