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Best financial advisors in Cardiff, MD

Registered advisers within 25 miles of Cardiff, MD.

Offices
321
Firms
124
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,629,631 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
ARKADIOS WEALTH ADVISORS
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PICKET FENCE FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
CENTAURUS FINANCIAL, INC.
THE KELLY GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Lauretta Marie Yeagy
JEFFREY NEAL ROGERS
KENNETH BUCKNER
Andrew David Griglock
CHARLES JAMES WETZEL
JEFFERY LARRY AKERS
BERNARD PHILIP MCVEY
Noah Daniel Akers
Joseph Paul Franco
BRIAN ALAN AKERS
Nicholas Molite
ALEXANDER JOSEPH MONK
Samuel Ian Huff
Dwight Sterling Smith
Sean Michael Brown
CURTIS EUGENE SHAMBAUGH
Daniel Rambow
Jamie M Hoch
Christian Bernard Backus
Harold Bernard Hines
STEPHANIE NICOLE MCCLENNY
SPENCER SCHENKING
THOMAS FARRELL O'CONOR
MARK ANTHONY MILLER
John Howard Fisher
Edward Joseph Kelly
Salvatore Raphael Rinaudo
TABITHA LYN KIEBLER
AMBER ELAINE ALGUIRE
Kevin S Hoy
DAVID MORGAN STAUFFER
BRIAN LEE DRUMGOOLE
Ryan Pellegrino
LOUIS JOSEPH DEFIDELTO
DAVID ANTHONY PELLEGRINO
Jacob Peter Adkins
QUINN CHARLES SUTKER
CHARLES ROBERT WOLPOFF
JORDAN LEE HEAPS
THOMAS JOSEPH CUSICK
Lauren Madison
Zachary Michael Smith
Michael Robert Pirolli
Emily C Smith
Isaiah Smith
MICHAEL JOSEPH BERTRAND
RICHARD ALAN FLETCHER
BRYAN ELLIOTT KELLY
CHAD THOMAS ARRINGTON
Candace Alise Clipper
CARL MICHAEL STROZYK

Within 25 miles of Cardiff, MD, Best Investors lists 124 registered investment advisory firms with 321 offices nearby, managing about $12.1T in combined regulatory AUM across 1,629,631 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 Cardiff

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM