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Best financial advisors in Chaptico, MD

Registered advisers within 25 miles of Chaptico, MD.

Offices
53
Firms
22
Combined AUM
$8.12T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,267,014 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RETIREMENT MANAGEMENT SYSTEMS
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HORNOR, TOWNSEND & KENT, LLC
SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

Investors

John S Loving
David McDonough
JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
Christie L Agamaite
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
Nicholas Cole Cable
Liam Campbell
GEORGE AUSTON SNOOK
Carrie Anne Kelly
Theodore James Secor
Jeffrey L Linger
David Mcguire Smith
Joan Valerie Smith
RICHARD HOFFMAN HOY
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
TAMMY LEE GLADSTONE
Mark Farney
COLLEEN SUZETTE BLUNDELL
Philip Wallace Watson
JESSICA MAE REPASI
JOHN DANIEL SALAN
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
MARY KATHLEEN SULICK

Within 25 miles of Chaptico, MD, Best Investors lists 22 registered investment advisory firms with 53 offices nearby, managing about $8.12T in combined regulatory AUM across 1,267,014 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 Chaptico

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM