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Best financial advisors in Cheltenham, MD

Registered advisers within 25 miles of Cheltenham, MD.

Offices
1,268
Firms
591
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.81M
3,814,447 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
CALVERT WEALTH MANAGEMENT, INC.
EDWARD JONES

Investors

Ibrahim Idrissa Bah
Jarvis Fullenwilder
WILLIAM ALEXANDER SMITH
WOODROE LEACH
James Lee Rouse
ROBERT LEE DAVIS
Karen Marie Foley
Kim Marcia Galbreath
Mark Gyle Spitler
Kenneth Hopkins
Joseph Samuel DeAcosta
MICHAEL TODD RUFTY
Agaitha Mae Allen
GABRIEL XAVIER ADAMS
Kareem Campbell
ROBERT ALAN GERARD SMITH
Roxanne Juanita Jones
JENNIFER SHANKO
Nicole Miyuki Jackson
WILLIAM LINWOOD HOYLE
GEORGEANNE GRAYDON AIST
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Linda Sims
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Michael Taylor DeBord
Cory Hunter Gertz

Within 25 miles of Cheltenham, MD, Best Investors lists 591 registered investment advisory firms with 1,268 offices nearby, managing about $20.5T in combined regulatory AUM across 3,814,447 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 Cheltenham

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM