Best Investors Account Sign in

Best financial advisors in Burkittsville, MD

Registered advisers within 25 miles of Burkittsville, MD.

Offices
231
Firms
85
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,351 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
RED SKY CAPITAL MANAGEMENT
RBC CAPITAL MARKETS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MARK ANDREW MAYER
SUSAN A CLIME
MELINDA L SCHRUM
WILLIAM MICHAEL COFFEY
SHANE EVANS FRITTS
Joshua Daniel Donofry
Nicholas Schwarzenberg
Ivan Magalhaes Dos Santos
Zachary M Brady
ERIC MICHAEL JOHNSON
MARCUS ALEJANDRO HULL
KENNETH HENRY ROOT
JACOB LOUIS GRIFFITH
SEAN PATRICK MURPHY
MELINDA ELYSE WISE
Peter Christopher Loysen
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
Marco A. Soto
Susan Elizabeth Edmiston
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
KAREN A JOHNSON
JEFFREY DAVID HILWIG
TAMMY LYNN SIRBAUGH
EDWARD GUION KAIN
William SWINSON Peacock
ANDREW GILBERT
MATTHEW TOPPER
LAUREN A STORM
Gabriella Teresa Damiano

Within 25 miles of Burkittsville, MD, Best Investors lists 85 registered investment advisory firms with 231 offices nearby, managing about $10.1T in combined regulatory AUM across 2,630,351 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 Burkittsville

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