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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
SELECT INVESTMENT SOLUTIONS, LLC
LYNX INVESTMENT ADVISORY, LLC
HINDUJA-LYNX INVESTMENT ADVISORY, LLC
UNITED BROKERAGE SERVICES, INC
OPPENHEIMER & CO. INC.
LOCKTON INVESTMENT ADVISORS, LLC
CWCI LLC
INDEPENDENT FINANCIAL GROUP, LLC
CATOCTIN RIDGE WEALTH PARTNER
CHARLES SCHWAB & CO., INC.
ARDENT VENTURE PARTNERS, LLC
THE BRYDON GROUP
IG4 CAPITAL ADVISORS US LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
UBS FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Investors

KATHARINE RYAN LEITHEAD
George DIMITRIOS Vassiliou
DAVID ANTHONY POWELL
Golda Aku Hector
DEEPA MASSAND
PREM B BAJAJ
DANIEL CASSIDY ALIPERTI
Morris Clarke
John FOSTER Murdoch
GEORGE RODNEY BASSETT
JAMES MATTHEW ARRISON
DONALD ROBERT PAGE
GABRIELA GUARDIA
Suzanne Skradski
TIMOTHY F VEITH
LOUISE B BURKE
TALYA RAHEL BOCK
Folasade F. Akingbade
Gabriella Grace Barbuto
Colin Michael Mattingly
Keenan Elliott Shepard
Joe Rhodes Emerusabe
James Edward GRAY
Joseph Timothy Coliton
Joseph Andrew Hughes
Zachary Carl Garlitos
JASON Rafael BORRAS
Mary Robinson Carter
Paula Paula Gutierrez
Sara C Renzi
Kyle K Bansa
Jack Lvovsky
Nicole Dresner
Timothy P Bouchard
Christie K Tran
D. Major Roman
DAVID ELLIOTT JENNINGS
Ronald CHARLES Senegal
GERALD ELWOOD BRITTON
HERBERT MARK FRIESE
HALEY KAUFMAN
GEORGE W SEALS
WILLIAM MCCONNELL
STEVEN HRONES
ANDREW STEVEN PRITSIOS
JOHN HUGO HASENBERG
JEFFREY DAVID GREGORIO
Toma Belizaire
DALLAS YANG VIPOND
DINO A ANDERS
LAURA CHARLENE TORRES
Timothy BRIAN Twitchell
ELISEBETH TOMOKO DRISCOLL
Petro Zouzoulas
PAULA L SCALI
Freddie Moultrie
WILLIAM ALLEN KAST
Chad E Clark
JEFFREY WILLIAM MULLANEY
MICHAEL THOMAS ABBENANTE
Brett J Brenner
Peggy Hayes Montgomery
KATHARINE SUZANNE FINLEY
Justin P Gaither
Dileep Nair
FRANK S PIOTRKOWSKI
SEAN R SWEENEY
ANDREW JAMES SHERIDAN
MISTY L DAVIS
JUSTIN H WASFY
Charles Alston Phillips
SEUN G OLOJOLA
Daniel O'Brien Straub
WILLIAM S JEFFERY
BRENDAN JOHN GUILDAY
BRANDON M CIGNA
JORDAN LYNLEE STEWART
DANIELLE SUZANNE TERSAGA
THOMAS S MORAN
KYLE SCALLION
DALLAS DISBRO
Malik Farrad Waleed
STEPHEN E BARRON
Jacqueline Elizabeth Hughes
Gregory Lloyd Snowden
Zachary Michael Tripoli
SEENA GHAVAMI
Andrea Cristina Cammarano
Adrienne M Delibert
DURRELL JAVON NOEL
Elijah Donald Smith
Vishal Patel
Matthew Denis Carney
Samuel Pawling Doub
Brian Thomas Wagner
Drew Ellis Weinberger
Angela Gwynne Ellison
Robert Howe
Salman Alsaeede
Clare Cunniff
Catherine Palmer Voorhees
Kushtrim Peci
Beauchamp C Johnson
Andrew Lee
Cole Joseph Andreadis
WILLIAM MCCARTNEY WILSON
James Anthony Giaccia
KELLY Stephanie FOLEY
Emily Claire Grace
SHANE ARTHUR COOKE
Laura Gail Smith
Connor Patrick Kannapell
Megan Elizabeth Cunningham
Megan Elizabeth Rooney
Alexandra Loraine Baez-Ortiz
Anthony Olimpio
Samuel J Myers
Joshua Brown
Rakeem Latron Morris
Jennifer Lee McGuire
CYNTHIA ELIZABETH PIERCE
COLLEEN B SHEPARD
CHRISTOPHER MARK CUNNIFF
KENNETH DAVID KLINE
CHERONDA Y ALBURY
GEORGE L BALBOA
MICHAEL HENDERSON KIRVAN
THOMAS JOSEPH RIETANO
DAVID JOHN ANDREADIS
Michael B Cunningham
William JOSEPH Scott
RONYA ANN COREY
EMILY DUNKELBERGER CUNNIFF
JOSEPH ROBERT ACCURSO
JOHN CURTIS MCKNIGHT
ROBERT GARY HUBER
RICHARD ALAN HASKIN
Danielle GERISE Thibault
PETER JOSEPH KENNY
Terrence L Frederick
CASSANDRA N URBANO
PETER LAMADE
Anne Benton
PHILIP EDWARD JOHNSON
MICHAEL RYAN TEAGUE
CHRISTOPHER JAMES CONNOLLY
Robert V Hetherington
PHILIP J DOYLE
JEFFREY HOLMES KNOTTS
JAMES M BENTON
J. Eric Rice
EMAN S MOSSADEGHI
SIDNEY AUGUSTUS WILLIAMS
JONATHAN BETANCOURT
DOMINIQUE ANTWAIN GREEN
RONALD ALI EVERETT
Marie Mattes Meuschke
MALIK MANDEL MOORE
Abd-el Kareem Saed Hamad
Jose Antonio Rodriguez
Joseph Michael Green
Ryan William Wiebe
Edwin Daniel Bonilla
Nicholas Jonathan Flocos
TYLER Jennings
Scott David Clayton
James C Grant
keyan Tahmasebi
Joseph D Lampman
Molly F Shaughnessy
Lauren G Holmes
Joyce Joohee Mayernick
Samantha J Jackson
Kristen Claire Largay
Brian Orlando Cruz
Houlin Yun
Maurice L Goins
ROBERT ANTHONY BARBUTO
William Grace Jr.
JAMES F O'SULLIVAN
Paul Juergensen
JONATHAN LEO SADE
ELIZABETH MEADE SHEPARD
PHILIP EARL BLEVINS
JAMES WESLEY LEWIS
CHARLES KING
Sandra T Frey
SUSAN K KLINE
RUTH J LANGELLO
George J Adams
Renee D Armstrong
ALISA PATTON
Rebecca Lynn Luft
Carlos Talamante Romo
Brian Thomas Northern
CASEY RUSSEL CHEEK
FRANCISCO CASTELLANOS
Su Tan
Anami Patel
James Douglas Johnston
Jessica M Heckel
Mark Cunniff
MATTHEW MARTIN MCCORMACK
Nicolas F Cortes Godoy
CRAIG KELLY
Chito S Okoye
STEPHEN MICHAEL WINTERMEIER
ANTHONY HENRY CORTINA
Fadoua Arif
Aina Moliner I Serra
CAROLYN BELLA CATLIN
ADRIAN BOHDAN KUTKO
VIPIN (NMN) SAHIJWANI
KARA ANN LILIAN
Ivan Edwin Magalit
Joseph William Kantakevich
Shuron Morton
GABRIELA JAVIER
LANCE HARTING
JEAN MONDESTIL
SOPHIA ELENA HANEY
CLARA I MONTANEZ
PATRICK BRANSFORD
MARGARET ANNE HUNTER-SMITH
GERHARD OLSEN
MOHAMMAD GHAFFAR KHAN
KEVIN TYRONE HENRY
JAMES LAUGHLIN WILEY
ETHAN LIAM BURKE
WILLIAM GEORGE GODFREY
Peter Gwynn-Sackson
OFFER BEN TIDHAR
DAVID ANDREW MCGAUGHEY
ANDREW SETH MARTIN
JASON LEE TWOMEY
SHIPPEN ROYER
CHARLES ARTHUR RUTTENBERG
HOWARD WEST KLUTTZ
GEORGE W FELLOWS
SCOTT SHULMAN
DAVID FRANCIS MANDERFIELD
ROBERT JOHN MURPHY
LARRY ALAN SCHWARTZMAN
MASON DAVIS
JAY ROBERT SCHIFF
KEVIN MICHAEL BRODERICK
SARAH ASHTON ENNIS
ROSARIO GREGORY VEZZI
AUSTIN WHITNEY VERITY
BRIAN DONALD NEARY
KEITH RICHARD MULVIHILL
ROBERT THOMAS CONNOLLY
KEVIN QUAY WILLIAMS
KATHLEEN FINN
CHARLES CHUNG HSIEH
ANTHONY POKUN JUNG
STEVEN ELLIOTT PILKERTON
Andrew Veth
MATTHEW WILLIAM PETER CHOMA
Anthony Michael Citro
KARA LYNN BRUNTZ
Casey Cooper
SEAN EDWARD JENKINS
CHRISTOPHER ADIN SNOWLING
Keith Thomas Cross
Alexander Holden Tatem
LEO CONRAD TUCKER
MARCELLO AKAIM TRIGG
BRENDAN HANNAN TRACZ
Mark Pita
DENNY B GOFORTH
WARNER OLAND MOORE
PATRICK MICHAEL MARTIN
JEANINE MARIE KRALL
GARY CUNDALL
Michael K Brennan
KRISTINA NEWMAN BAKIS
Justin Peter Stankewicz
Sarah Frances Bothner
Crystal Monique Cleare
OMID SARMADI
Adam V MacLeod
Oliver M Fitch
Chelsea Lynn Rubio
Joshua Belitha Tillman
DANIEL JOSEPH SHANNAHAN
GREGORY JONATHAN KIGHT
BARRY MICHAEL HAFFNER
MARK ALAN SIEGEL
MARIA LUZ NICHOLAS
ROBERT ALAN STERLING
BRUCE ALFRED NEAL
TYLER PAUL MASSEY
Eric Rosner
KEITH J APTON
KEVIN LYNN BRUENING
VENETTA AUGUST MACALUSO
ANIBAL DRELICHMAN
HOLIDAE HART HAYES
ROBERT HOLMES ALLRED
MICHAEL PAUL WHATLEY
Karen Iris Corey
LELAND BALDWIN BISHOP
Leif Van Saun Springer
Asif M Bhally
TORIA SCOTTO
Chad Evan Lemko
REBECCA LEIGH STAED
Dina Lirosi
JAKE PATRICK SODEMAN
SARAH MICHELLE SIMON
BROCK WILLIAM VAN SELOW
Gianna Ruffino
ROBERT JAMES HOBSON
Jake Pantalone
David J Gordon
Kaveh Gilanshah
Valerie Camila Mayer Lopez
Ashley Amirsakis
Breton James Laubscher
Sophia Grazioli
Anthony James Galeotafiore
Maria Frances Vitullo
Clifton Blanche Carragher
PATRICK MICHAEL ADAMS
CHRISTOPHER RILEY JACKSON
MATTHEW DOW TEEMS
TODD HUME NICHOLS
CHARLES MILTON DREW
NICHOLAS FRANCIA
KAYVON ALI SARMADI
MEGAN W. KONDOS
MARGUERITE CONROY HODGKINS
ALEX CASEY HAFFNER
ALEXIS M. GEORGE
JOANNE BEATRICE FERLAND
Jack Michael OConnor
Hanna Marie Scali
JARRETT K BRANT
Jaron Neal Dandridge
Justin Hatch
Gracyn Maretta Maretta Bertucci
Bennett J Kavlick
JAMES LEWIS KOLTES
JORGE L LOPEZ-BALBOA
WILLIAM RANDALL CONE
Sheldon Lavell Ray
ROBERT S. SAMUEL WRIGHT
KEVIN JAMES MURPHY
Olivia C Eckstein
CAREY WHITE
Alexandra Julia Julia Nemeroff
Matthew J Tomczuk
Dhanya Patel
Parker Wiseman
David Joseph Dorsett
JARED MAX HENDLER
CAREY M GREENAUER
NICOLA L. O'NEIL
CHARLOTTE VON CLAPAREDE-CROLA
Amanda Christine McKenna
Adam Gabriel Shams
Warner Allred
COLIN MATTHEW MCKAY
RODERICK K VON LIPSEY
CHRISTOPHER S GEE
JOHN FRANCIS HANLEY
ANGELA C PETERSON
BRETT ANDREW GOLDSTEIN
JULIANA PARK
GREGORY H MARCUS
Christopher Marc Reese
MIKAIL KHAN QAZI
JAMES REED BALL
CAROL P. STANIAR
THOMAS G HULSE
MARK CHRISTOPHER LIVOTI
KARLYN JAYE WRIGHT
TIMOTHY J MARTIN
JOSHUA CHRISTOPHER MILLSON-MARTULA
GREGORY LOUIS PORTER
HUSSAIN KHAN
MATTHEW JOHN MRAZIK
Jennifer N Colvin
Nathan Baga
Foram Shah
Louis C McCabe
Jacob Aaron Pliner
Krishna Sasha Gall
John Clayton Randall
ROSS GERARD WILKINSON
SCOTT DENNIS FITZENREITER
WILLIAM BOONE FINNERTY
LLOYD VICTOR SEESTED
JUSTIN MICHAEL BIGGS
HUNTER LEIGH WYNNE
ROBYN MARY WICKS
Dana Marie Sorrentino
MICHAEL ANTHONY GARCIA
Alex Joseph Graham
Raisa Siddique
Justin Francis Bass
MICHAEL SULLIVAN BERKHAHN
JOHN EDWARD DARBY

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