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Best financial advisors in Cambridge, MD

Registered advisers within 25 miles of Cambridge, MD.

Offices
39
Firms
26
Combined AUM
$7.93T
Firm-wide filings, not assets booked only here
Clients
2.00M
2,002,164 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
SHORE FINANCIAL ADVISORS, LLC
DRS WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC
ANDERSEN WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WARWICK INVESTMENT MANAGEMENT
FBB CAPITAL PARTNERS

Investors

CHET HADDAWAY MCWILLIAMS
BLAKE EDWARD WHITTEN
Jack Alex Glessner
Raymond J McKeating
Grant Alexander Maloof
BRENT CHRISTOPHER FUCHS
MATTHEW DONALD SPEDDEN
LAUREN GRANDE LERCH
GARRETT A THRIFT
Wade Oursler
Blake M Saulsbury
Virginia Oursler
Amanda Brooke David
EDWIN HARRISON STONE
MATTHEW DAVID ALBERS
MICHAEL PATRICK NIXON
STACY LYNN COLDWELL
WAYNE BRUCE ZUSSMAN
KAREN LAPIER BAER
GREGORY NICHOLAS FRANKOS
LORA F. DAVIS
CHRISTOPHER EPHRAIM PARKS
Brady John Bailey
MICHAEL RICHARD ANDERSEN
ADAM LEE LYBARGER
Joseph Francis Lorenzo
CHELSEA NICOLE RALSTON
JENNIFER NICOSIA EDGELL
Allyson Michelle Adkins
Brooke A Grimes
DAVID BRIAN MILLER
ALEX NERACHER FRITZSCHE
Emma Elmes
AARON MICHAEL GABRIELIAN
KARL ROMAN KNADE
RICHARD JOSEPH MULLANEY
KATHERINE L KNAPP
Kara Burt
Ishmael R Willey
CHARLES ALBERT PRITCHETT
CHRISTINA ZAFFUTA SEIDEL
BRADLEY ADAM MILLER
Rachel Helen Land
GREGORY ALAN BEANE
JUSTIN C SMITH
Kirk W Thrush
MARTHA CALLAHAN

Within 25 miles of Cambridge, MD, Best Investors lists 26 registered investment advisory firms with 39 offices nearby, managing about $7.93T in combined regulatory AUM across 2,002,164 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 Cambridge

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM