Best financial advisors in Broomes Island, MD

Registered advisers within 25 miles of Broomes Island, MD.

Offices

54

Firms

21

Combined AUM

$7.35T

Firm-wide filings, not assets booked only here

Clients

1.26M

1,261,716 clients when Item 5C has a number

Avg / client

$5.82M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

12865 H G TRUEMAN RD STE 2-A
LUSBY, MD 20657-2994

EDWARD JONES

11741 H G TRUEMAN ROAD
LUSBY, MD 20657-0000

EDWARD JONES

23680 THREE NOTCH RD STE 202
Hollywood, MD 20636

EDWARD JONES

23330 COTTONWOOD PARKWAY SUITE 323
CALIFORNIA, MD 20619

EDWARD JONES

14350 SOLOMONS ISLAND RD SUITE 204A
SOLOMONS, MD 20688

FOUNTAINHEAD FIDUCIARY, LLC

14532 SOLOMONS ISLAND ROAD SOUTH SUITE 102
SOLOMONS, MD, MD 20688

EDWARD JONES

23076 Three Notch Rd SUITE 301
CALIFORNIA, MD 20619

LPL FINANCIAL LLC

14580 S SOLOMONS ISLAND RD UNIT 1
SOLOMONS, MD 20688

EDWARD JONES

80 SHERRY LANE SUITE 102
PRINCE FREDERICK, MD 20678-3232

CETERA INVESTMENT ADVISERS LLC

22738 MAPLE ROAD SUITE 201
LEXINGTON PARK, MD 20653

HORNOR, TOWNSEND & KENT, LLC

22745 MAPLE ROAD
LEXINGTON PARK, MD 20653

EDWARD JONES

41680 MISS BESSIE DR SUITE 302
LEONARDTOWN, MD 20650

STATE FARM INVESTMENT MANAGEMENT CORP.

22695 Three Notch Rd Ste 102
California, MD 20619-3039

STATE FARM INVESTMENT MANAGEMENT CORP.

140 Main St
Prince frederick, MD 20678

COMMONWEALTH FINANCIAL NETWORK

131 MAIN STREET SUITE 200
PRINCE FREDERICK, MD 20678

RETIREMENT MANAGEMENT SYSTEMS

41615 PARK AVENUE SUITE 115
LEONARDTOWN, MD 20650

EDWARD JONES

41660 COURTHOUSE DR STE 300
LEONARDTOWN, MD 20650-3887

NAVY FEDERAL INVESTMENT SERVICES, LLC

46241 CORPORATE WAY
LEXINGTON PARK, MD 20653

STATE FARM INVESTMENT MANAGEMENT CORP.

205 Steeple Chase Dr Ste 305
Prince Frederick, MD 20678-4054

FIRST COMMAND ADVISORY SERVICES

22289 EXPLORATION DRIVE SUITE 110
Lexington Park, MD 20653

10.1 miles away

Firms

FOUNTAINHEAD FIDUCIARY, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

HORNOR, TOWNSEND & KENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

RETIREMENT MANAGEMENT SYSTEMS

NAVY FEDERAL INVESTMENT SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

Investors

Sean Evan McGuire

Sarah LeAnne Weems

Michael Ernest Kelly

Theodore James Secor

Jeffrey L Linger

Carrie Anne Kelly

Lisa Marie Grimes

BENJAMIN PAUL BARBOUR

David Mcguire Smith

Joan Valerie Smith

PAUL John AUBIN

Casey Christine Styer

Elizabeth E Rockenbaugh

MARY KATHLEEN SULICK

COLLEEN SUZETTE BLUNDELL

David McDonough

TAMMY LEE GLADSTONE

MICHAEL DENNIS PAXSON

JUSTIN ROBERT EMMERT

JOHN MARTIN BLAMPHIN

Matthew Turner Scarborough

JOSEPH MICHAEL SCARBOROUGH

Christie L Agamaite

Sabrina Prescott Lee

WAYNE RONALD SHOEMAKER

Annmarie K Trombino

Laura Ann Hyatt

William Conrad Reuter

Within 25 miles of Broomes Island, MD, Best Investors lists 21 registered investment advisory firms with 54 offices nearby, managing about $7.35T in combined regulatory AUM across 1,261,716 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 Broomes Island

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM