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Best financial advisors in Churchton, MD

Registered advisers within 25 miles of Churchton, MD.

Offices
307
Firms
120
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,316 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
HARMONY WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TIAS PLANNERS
UBS FINANCIAL SERVICES INC.
JWC CAPITAL MANAGEMENT, LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RCS FINANCIAL PLANNING, LLC
MML INVESTORS SERVICES, LLC

Investors

CHRISTOPHER DANIEL DILLON
CHRISTOPHER Brent OLAND
CHASE WILLIAM CULLISON
SPYROS ANGELOS RITSINIAS
DANIELLE NICOLETTE FRANCHESCA BROOKS
STEVEN MARTIN ACKERSON
Andrew Calvin Bergner
CECILIA BEACH BROWN
DOVIE EILEEN METZGER
Elizabeth Verhelle Miller
JOANNA RENE ST. CLAIR
STEPHEN MICHAEL METZGER
SARAH HELENA KOSMERL
Alec Cronin
JOHN LEO AHEARN
CAREY WHITE
TIMOTHY REATH
Melissa Caprice
MICHAEL KENNETH PHILLIPS
MARK LLOYD FULTON
CAROL P. STANIAR
MICHAEL TODD RUFTY
JACOLYN HELEN WETMORE
BRIAN D. WAAK
STEPHEN L DERRICK
CHARLES L DERRICK
CHRISTOPHER EDWARD GILL
Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI
STEVEN RANDOLPH CLEVELAND
KRISTIN LYNN DUBINSKI
BENJAMIN DAVID SPIKER
Amy Smith
THADDEUS NORMAN TOAL
Amanda N Hopkins Clouser
Mark David Frederick
JOHN VICTOR MURPHY
GEORGE KELBY GELSTON

Within 25 miles of Churchton, MD, Best Investors lists 120 registered investment advisory firms with 307 offices nearby, managing about $13.3T in combined regulatory AUM across 2,735,316 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 Churchton

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