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Best financial advisors in Clarksburg, MD

Registered advisers within 25 miles of Clarksburg, MD.

Offices
1,278
Firms
499
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,406,743 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MY WEALTH MANAGEMENT, INC
TUCKER ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
MILESTONE ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
PEAK INVESTMENT ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ZACHARY DAVID ARMIGER
Reiner Heydemann
TRICIA LYNNE TRIPP
ERICA ROSS NOLAN
RANDOLF LAWRENCE SCRITCHFIELD
Bradford Wayne Yeakle
JEFFREY WAYNE YEAKLE
GEORGE STEVE MAGAS
STEVEN LOUIS CAVAGNARO
PAUL ADAM SORTINO
MARC MAGAS
MATTHEW AARON JOHNSON
MICHELLE LYNN BENDER
Austin Catania
Patrick Thomas Reinheimer
Moni Chowdhury Engineer
Adama Hawa Diallo
Wenfei Zhou
CHRISTOPHER GRANT LAWSON
CHARLES FREDERICK SMITH
DAVID ALLEN ROPER
SEAN EVERETT FALK
CHRISTOPHER H MILLER
JEFFREY DAVID HILWIG
Alvin Costa
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White
JUSTIN M RAMSBURG

Within 25 miles of Clarksburg, MD, Best Investors lists 499 registered investment advisory firms with 1,278 offices nearby, managing about $18.6T in combined regulatory AUM across 3,406,743 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 Clarksburg

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM