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Best financial advisors in Carroll, MD

Registered advisers within 25 miles of Carroll, MD.

Offices
970
Firms
340
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,121,236 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
ONEDIGITAL
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CASI INVESTMENTS
SNOWDEN CAPITAL ADVISORS LLC
A.G. CAMPBELL ADVISORY, LLC
TRASATTI WEALTH PLANNING, LLC

Investors

KATHLEEN ANNE MULHERN WEBSTER
NANETTE BOUVIER REDIKER
GARY MICHAEL WRIGHT
Kaitlyn Lauren Manning
TOM E QUIRK
Matthew John Dunigan
Ryan James Payne
Jason James Tawney
Michael C Brown
OLIVER G. ARNOLD
Andrew Inglisa
Michael John Kennell
SCOTT WILLIAM SLACUM
Darius J Brown
Paul Chisholm
John Comberiate
TIMOTHY JOSEPH FLYNN
MYRON DAVID HOWIE
DAVID WAYNE WOOLFORD
PHILIP ANTHONY LAZZARI
ERIN SCHLUTER STOECKER
PAUL ERIC WATSON
Spencer Reece
THEODORE PROUT REYNOLDS
Elizabeth Brennen
Alexander G Campbell
MARK DAVID SCOTT
ALEXANDER GOULD CAMPBELL
GABRIEL ANTHONY TRASATTI

Within 25 miles of Carroll, MD, Best Investors lists 340 registered investment advisory firms with 970 offices nearby, managing about $19.1T in combined regulatory AUM across 3,121,236 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 Carroll

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM