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Best financial advisors in Chesapeake Beach, MD

Registered advisers within 25 miles of Chesapeake Beach, MD.

Offices
206
Firms
89
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,701,060 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CALVERT WEALTH MANAGEMENT, INC.
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.

Investors

ANDREW SHOPE
Kody Alec Slayton
Scott Alford
Thomas R Riffe
Robert Allen Riffe
Ryan David Payne
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Federico Reyna
Christopher Richard Day
Leo David Ritter
John J Carey
Gemma Marie Smith
Stephen Coffey
Christina Coffey
WAYNE RONALD SHOEMAKER
Michael Taylor DeBord
Cory Hunter Gertz
Michael F Yankanich
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
JUSTIN ROBERT EMMERT
MICHAEL DENNIS PAXSON
TOBIN JOHN MERGENTHALER
Casey Christine Styer
Elizabeth E Rockenbaugh
KAULA KEANNA JACKS
Paul Edward Schiavone
MICHAEL TODD RUFTY

Within 25 miles of Chesapeake Beach, MD, Best Investors lists 89 registered investment advisory firms with 206 offices nearby, managing about $12.5T in combined regulatory AUM across 2,701,060 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 Chesapeake Beach

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