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Best financial advisors in Centreville, MD

Registered advisers within 25 miles of Centreville, MD.

Offices
91
Firms
58
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.99M
1,992,407 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC ADVISORY SERVICES, LLC
CENTAURUS FINANCIAL, INC.
STIFEL INDEPENDENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENCE SQUARE HOLDINGS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSPREY CAPITAL MANAGEMENT, LLC
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
MARYLAND CAPITAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
BAYVIEW INVESTMENT COUNSEL, INC
MODERA WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
EDWARD JONES

Investors

JOHN JOSEPH CVACH
PETER ALAN WIERENGA
KATY MACIELAG LIGHTBURN
John F Macielag
Nicole Lee Caringal
BRUCE JAMES VALLIANT
MARY ELLEN VALLIANT
SARAH VAN FOSSEN SCHUT
MARTIN E KNIGHT
KRISTEN WRIGHT OWEN
Michael S Nickerson
JAMES RAY BROWN
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
MICHAEL JOHN DAMAS
Connor John Chapman
Graham S Smith
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
ERNEST ORLANDO BRITTINGHAM
WAYNE THOMAS HUMPHRIES
BRIAN LEE HARDMAN
Ann Margaret Jacobs

Within 25 miles of Centreville, MD, Best Investors lists 58 registered investment advisory firms with 91 offices nearby, managing about $11.1T in combined regulatory AUM across 1,992,407 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 Centreville

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