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Best financial advisors in Charlestown, MD

Registered advisers within 25 miles of Charlestown, MD.

Offices
236
Firms
86
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,268,121 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Investors

HENRY DAVID JENG
DANALICIA SHALANA CHARLES
Lourice Karkar
MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND
Bryce Harrison
Michael Hax Clayton
Bryan Angelilli
CARL MICHAEL STROZYK
SEAN MICHAEL WILLIAMS
ALEC LLOYD MOURING
JOSEPH MICHAEL ANDERSEN
Steven Thomas Lucas
MATTHEW PAUL DIDOMENICO
Jeffrey Robert Niedzwiecki
MICHAEL SCOTT NIEDZWIECKI
DAVID ALAN FLANDERS
RYAN MATTHEW FLANDERS
MELISSA DIANE HARBOLD
F. S Keck
Marcus L Grubb
JOY A BRISSON
MATTHEW LEE HERBERT
AVERY BRANDEN SAXE
Tafari Anthony Surgeon
GOLIKAI Kashinath SREENATH
Haidy Qui lang Collado Fung
Michelle SUN Sin
William L Mustin
GERRIT SHUFFSTALL
Kevin Michael Glatz
Richard Roland Radke
Cynthia LORRAINE Hutchins
George EDWIN Smith
Miles Christian Nissly
Kyle Banal
G WARD KEEVER
WILLIAM ELSBERRY LLOYD
Kyle Smith
CHRISTOPHER DEEGAN VINCENT
RANDAL THOMAS EVELAND
David S Walker
Patrick Farr Morocco
Ella Jane Drazek
Christian Edwin Flory
RONALD FRANCIS SCHEFF
PATRICK ARTHUR SULLIVAN
LEIGH STEVENSON JOSEPH
WILLIAM GEORGE BRENNAN
James Hennessey
John Likoudis
Robert Harry Nicholson
ERIC JAMES PALOMO
DAVID WILLIAM MATESKI
RONALD THOMAS TYDINGS
BRYAN TIGER
YANG YANG
MARY ANNE RONK
RICHARD JOSEPH FELIZ
ALEXANDER Antonius HENNE
FREDERICK FERDINAND EHRSAM
GEORGE DIRCKS
CATHERINE CHRISTINE CRONAUER
PENNY E HUFF
Colton Knoble
BRYON E KNOBLE
GRANT MICHAEL DIRCKS

Within 25 miles of Charlestown, MD, Best Investors lists 86 registered investment advisory firms with 236 offices nearby, managing about $11.4T in combined regulatory AUM across 2,268,121 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 Charlestown

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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