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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

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
WASHINGTON SECURITIES CORPORATION
CHAMPION FINANCIAL PLANNING GROUP, LLC
HERITAGE INVESTORS MANAGEMENT CORP
BULL HARBOR CAPITAL LLC.
MML INVESTORS SERVICES, LLC
LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC

Investors

Alec Hurley
ANDREW JOSEPH KROSNOWSKI
MELISSA SCOTT PAINE
CHARLES KEVIN JONES
Eric Joseph Mueller
ROBERT LIVINGSTON MEAD
ZAIN KHOKHAR
ARMANDO PARUTO
Brandon M. Myers
Halida Sher
Andrea Lynn Dykes
DANIEL THOMAS MCHUGH
JAMES ROBERT JONES
HENRY BRUCE ABBOTT
DAVID ALLEN BALLARD
ROBEL KASSAHUN
SYED MOHTESHAMUL ISLAM
BLAIR GROH EGE
Khoanam Duong
LAURA L MCAREE
SCOTT B WILSON
DEREK ROBERT STONE
MICHAEL STEWART CORNFELD
BRIAN MICHAEL CURTIN
CRAIG L LUKIN
KENNETH JAMES LONG
ANDREW MARC SCHENKER
TAYLOR JASON FUCCI
BRIAN ANDREW GARDNER
Jacob Matthew Thompson
JUSTINE PERDOMO
KRISTIN MARIE NIEDERMEYER
COSMO LAURINO
CHAD JEFFREY MCMAINS
IAN M GROVE
MITCHELL VANN KING
MATTHEW G LIPSCOMB
VICTORIA REEVES SHUBERT
DANIEL A SALAZAR
Carolyn D Weldon
Nicholas Robert Winters
JASON DANIEL HUGGINS
Brandyn Tylar Polmateer
VINCENT MICHAEL D ADDONA
Victoria Morin
John B Troy
Isabella M Brunk
Matthew J Grace
JAMES BANKS BROWN
Matthew Louis Gagnon
Andrew Hunt Thorsten
Denise J Daley
L Maurice Rowe
MICHAEL DAVID LYUBINSKY
VINCENT JAMES VAGHI
Daniel Tobik
Francis Claiborne Hawkins
JOYCE ANN WALLACE
Brian Craig Luts
DAVID MICHAEL GREENLEIGH

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