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Best financial advisors in Clearwatr Bch, MD

Registered advisers within 25 miles of Clearwatr Bch, MD.

Offices
957
Firms
334
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,120,616 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
PTX CAPITAL LLC
FOUNDRY WEALTH ADVISORS, LLC
ONEDIGITAL
BANKERS LIFE ADVISORY SERVICES, INC.
TOTAL RETURN CAPITAL
WEALTH PLANNING GROUP
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.

Investors

Jesus Alejandro Rodriguez
Roosevelt Pierre Elivert
Steven Paul Dannenmann
RONALD JOHN CAMPBELL
STEPHANIE JO JAMESON
JENNY LYNN LOGSDON
Samantha Nicole Cimino
Jessica Suzzane Hickey
ROBERT MICHAEL WOODEN
MARIANNE DORIAN MATTRAN
Kyle James Fishler
DONALD ALBERT MATTRAN
Lillie Celine Hughes
Carmen Christine Roy
COLLEEN ANN PORCARO
Brennan Thomas Rouse
PETER THOMAS GODFREY
ANNA DOMINICA ALOI
KASI RICHARDSON BOYLES
Wesley L Lindquist
Stephanie Nicole Boddiford
Sonya Marie Coleman
PAUL JOSEPH MIANULLI
DAVID HILTON WHITE
COLLEEN ANN SCHULER
JOHN THOMAS GIBSON
Patrick Bollinger
TODD FOSTER PARADISE
Nicholas Paul Rumke
STEVEN JOSEPH GESSNER
MICHAEL SELLITTO
JUSTIN MOTSAY
ELIZABETH ALENE SHERSTAD
JAMES MICHAEL GABARRA
MARGARET SUZANNE KOSMERL

Within 25 miles of Clearwatr Bch, MD, Best Investors lists 334 registered investment advisory firms with 957 offices nearby, managing about $19.1T in combined regulatory AUM across 3,120,616 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 Clearwatr Bch

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM