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Best financial advisors in Charlott Hall, MD

Registered advisers within 25 miles of Charlott Hall, MD.

Offices
64
Firms
23
Combined AUM
$8.12T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,267,018 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ADVISORY PARTNERS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
John S Loving
Nicholas Cole Cable
RICHARD HOFFMAN HOY
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
Mark Farney
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
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
Keven W Kling
Jennifer E Kling
BENJAMIN WADE COMPTON
GREGORY WILLIAM CONKLIN
Shaun Everett Kline
Mark Gordon Walker
Liam Campbell
GEORGE AUSTON SNOOK
Khiry Devan Lee
Robert Joseph Brewer
GEORGEANNE GRAYDON AIST
Roxanne Juanita Jones

Within 25 miles of Charlott Hall, MD, Best Investors lists 23 registered investment advisory firms with 64 offices nearby, managing about $8.12T in combined regulatory AUM across 1,267,018 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 Charlott Hall

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