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Best financial advisors in Chesapeak Bch, MD

Registered advisers within 25 miles of Chesapeak Bch, MD.

Offices
202
Firms
88
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,699,952 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VALUEWEALTH SERVICES, LLC
DMK ADVISOR GROUP, INC.
ACCORDANT ADVISORY GROUP, INC.
EDWARD JONES
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ANNAPOLITAN INVESTMENT GROUP, INC.
VALMARK ADVISERS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CHAMPION FINANCIAL PLANNING GROUP, LLC
EAGLE STRATEGIES LLC
REALTERM
CWM, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MICHAEL ANTHONY CALABRESE
NICHOLAS VOYTON
GEORGE A BUCHHEISTER
JOHN ROBERT DIXON
TROY ADAM COOK
Alexander Mark Baloga
RODNEY ARIN BECKER
PETER STUART WYROUGH
Samuel Edward McKee
DAVID RITCHIE MCKEE
Walter Beres Stundick
DOUGLAS DANIEL COE
PAUL DAVID BURNS
GREGORY JAMES KARANZALIS
NICOLE BELANGER
KEVIN M PETERSON
KYLE GRIMM DIXON
MATTHEW JOSEPH O'KEEFE
KEVIN QUAY WILLIAMS
Maria I Vallecillo
LAURA SIDWELL MCAULEY
Jordan Alexander Gonzalez
SCOTT GERHART MCROY
Ingrid K Lamb
Kevin BRENT Collison
KEVIN PATRICK COTHERMAN
Eric Manning Keitz
Owen Motsay
Patricia Ballard Beaver
PAUL PATRICK EVANS
MELISSA MAI FRAWLEY
JOSEPH MAX FELDMAN
CHARLES JAY FELDMAN
JOHN JOSEPH DILLON
DEBRA MEGEE DILLON
DAVID ALLEN BALLARD
MICHAEL AARON BURLEY
Alyse Marie Horan
ANNA MARIE FAGAN
William L Gaines
John Rohrs
Brandon M Reichert
Brian Waters Phipps
STEVEN MARK ROTH
John Walter Jilek
Alexander Jurado

Within 25 miles of Chesapeak Bch, MD, Best Investors lists 88 registered investment advisory firms with 202 offices nearby, managing about $12.5T in combined regulatory AUM across 2,699,952 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 Chesapeak Bch

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM