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Best financial advisors in Cloverly, MD

Registered advisers within 25 miles of Cloverly, MD.

Offices
2,025
Firms
805
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.99M
3,991,952 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

THE BRYDON GROUP
IG4 CAPITAL ADVISORS US LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HOLISTIC PLANNERS
RAYMOND JAMES & ASSOCIATES, INC.
STRATEGIC ADVISERS LLC
DHOW VENTURES
CITIGROUP GLOBAL MARKETS INC.
EMERGING CAPITAL PARTNERS
PERIWINKLE TRADING LLC
SHB ADVISORS
MORGAN STANLEY
LPL FINANCIAL LLC
ADELPHI CAPITAL ADVISORY, LLC
BRYSPEN, INCORPORATED
3WIRE INVESTMENT
GODSPEED CAPITAL MANAGEMENT LP

Investors

PATRICIA HAMILTON DRABICK
DEMETRIUS SINCLAIR FELDER
BARBARA RACHEL HOLLIS
KEVIN ALFRED RAMOS
JEFFREY YVES LABORDE
PATRICK BRYANT NICKERSON
JOHN MICHAEL SPLAIN
WARREN VINCENT WRIGHT
Marshall S Miller
Phillip Shubinsky
STEPHEN BRUCE PRYOR
MARK WILLIAM WARDZINSKI
CHRISTOPHER LAURENCE YOUNG
Skyler Heimark Potter
Michael Brendan Feeley
David Addison Shepard
DAVID WARD FENSTERMAKER
ROBERT BRIAN MCPHERSON
DIANA VICTORIA HURST
JEREMIAH FITZGIBBONS
SETH ALLEN WERNICK
JARED MOORE WILLIAMS
Edward Mandel
LINDA KRUPKA
SAMUEL DEWHIRST COURTNEY
KAREN LYNN GIVENS
HOMER HOUSTON GARRISON
RICHARD CHRISTOPHER PATRICK COURTNEY
RICHARD CRAIG HARRIS
Kathleen Cavanaugh Koch
Kristopher Clare Morin
KENNETH ROBERT KILLFOIL
Chase Katherine Stewart
RYAN VERMEULEN
JARED SIMMONS
JOHN KUNISCH
SHANNON MCSKIMMING
JENNIFER HASEMEIER DAMMEYER
TSOLMONTUYA SARAN
SCHIMRI YOYO
ALEX ARTER
WILLIAM DENNIS WHITE
ERIC GRAFFE OSTOS
GENESIS INOA REYES
ZANE A VERBRUGGE
ROBERTA KING
CAMERON MONTGOMERY HEARD
RACHEL LEE MCLAUGHLIN
PETER ALAN DARKE
SAMIR HARENDRA BHATT
Marilyn McKinnon
Michael Francis Timothy
MICHAEL O GRADOWSKI
TODD BAKER HUTCHINSON
Teresa Ann Clasby
Edward Fitzgerald Hayes
GABRIELLE BULGARI
james calvin mercer
Kevin M Pilarski
LAUREN ELIZABETH GRANT
Liam J Williams
Anthony Perrino
Dong Ha Kim
CATHERINE LEIGH JOYCE
ALFRED RICHARD BOZZO
ELIZABETH MARY NOLAN
DEBORAH JOHNSTON DENOOY
SUSAN WINECOFF JOHNSON
ROBERT DONALD ASKEW
M S STANAWAY
ERIK MARC KNOBL
AUGUSTINE JOHN SMYTH
STACY LYNN SNYDER
MICHAEL ANDRY
NATHANIEL HAWTHORNE BYRD
EDWARD ARTHUR BERRY
DANIEL JAMES WELCH
MOLLY EVANS BRAY
MEHRAK ALIASKARI
ROBERT DOUGLAS TAYLOR
Adam A Geffner
EDWARD J. DAHL
Eric C Sinclair
ELIZABETH ANN SCRONCE
NICHOLAS BURDA
CORINNE MARIE HEIBERGER
TRACEY DANIELLE GENTRY
MEAGAN M RIORDAN
BRYAN DAVID CONDRA
KRISTIN ELIZABETH CARTER
Reginald Aaron Parker
Kevin Michael Shavalay
Joshua Gomer Rivera
Olaoluwakitan Shonibare
Dariush R Youssefiani
Joseph B Kelly
Jamal Rashim Smith
John E Limroth
ANA Cristina MIRANDES
Jennifer E Landgraff
LEIGH MADDEN LONG
VICTOR OWEN ROY
Helen A Smith
MARY MCFADDEN SEXTON
EDWARD WINSTON SMITH
GRANT ALLEN BAKER
TIMOTHY ALLEN THAXTON
ADAM STUART WARSHAVSKY
ROBIN LYNN BURTON
PATRICK ARTHUR HUGE
STEPHEN YONG PARK
CRAIG DWAYNE MCKENZIE
STEVEN JACOB FREIMAN
WILLIAM E MOSS
ROBERT FABIAN FARRELL
FERDINAND HENRY ONNEN
ADAM JASON FREIMAN
Shaun Templeton Fulton
NICHOLAS POWEL HARDING
SEAN WILLIAM BAKER
SPENSER PAUL THOMPSON
MEKDES SOLOMON HAILEMICHAEL
Susika A Dimiyawa
Averey C Mackin
Noah M White
MATTHEW T HALVERSON
ROBERT JOSEPH HUGLI
WILLIAM K ZORR
JAMES S TARR
MICHAEL JAY FREIMAN
GARY EDWARD THOMPSON
BARTON JAY TRENK
JOHN DAVID LYTLE
VANCE HODGES
KYLAN LAMONT SMITH
Kevin J Caulfield
STACEY LAURA ALVIANI
Craig S Harris
JONATHAN EDWARD BRACKIS
JOHN ROBERT MONGOLD
MICHAEL THOMAS GOTTSCHALK
Faben Ghebrat Mesfen
KEVIN DANIEL NEE
MATTHEW R O'NEILL
BRENDAN WILLIAM LLOYD
KATHERINE E GALLO
Mingxin Jin
Elizabeth Louise Breaux
John Michael McLister
John W Wohlgemuth
Tracy A Zielke
Kevin P Olswfski
Isabella N Scarpinato
HAMMOND HYUNGYOUL HAN
DONALD A. CARON
LATRINA M GREEN
TIMOTHY WAYNE MOORE
ERIC NEAL ARMAS
SUZANNE PATRICIA R SPANO
SABRINA M VAN STRATEN
GUILLERMO GARCIA
PAUL LOUIS CAPODANNO
ALYSON KATHERINE SCOTT
GRANTHAM MYERS
STEPHEN WILLIAM COMISKEY
JEFFREY WILLIAMS BRILL
JENNY VEL LIRA
JUSTIN CHADWICK O'CONNELL
ERIN M TURNER
KATHRYN MARY PANIAGUA
RYAN JOHN MAKI
FRANCESCA S ZELACHOWSKI
BENJAMIN Cooke RODGERS
JASMINE CLARICE ISREAL
DANIEL F WILLIAMS
NONA AVETISYAN
JOSEPH MICHAEL MCLISTER
BETHANY A MONTGOMERY
SEAN DONALD DRIES
DOUGLAS BECKNER
Darin B Jackson
Andre A Lynch
Margaret Coleman Meagher
Wesley John Hayward
Evan Elizabeth Coyne
PATRICK C WILLIAMS
Andrew C Lowrie
Edmund R. Zimmerman
MEGHAN Q FRENCH
Jaclyn Rosaire Bellini
DECLAN O'BRIEN
Gavin D Lewis
COLLEEN SHEMER
PAUL MCGEARY
ADAM JASON FECHTER
JONATHAN RUSSELL LEGG
DAVID BRADLEY GRAY
DEXTER ROMINE MEAD WALKER
CRAIG A HALL
DROOZONG C HON
KAITLIN D BRANCACCIO
MICHAEL PAUL HILL
RAFAEL GONZALEZ-TOSCA
JOSEPH MAURICE HOWARD
Daniel R Syvret
Jack T Fechter
CONOR E MCCUSKER
Christian A DeFalco
James H Molloy
TERRANCE MCGOWAN
JOHN FREDERICK REIM
DONALD GREGG METZGER
STEPHEN BRIAN GAMMICCHIA
JAMES DAVID GARRITY
ELEANOR REESE PETERS
BENJAMIN E MEYERS
John Chrisman Robertson
John Francis Stohlman
Mark Daniel Searles
Barry Howard Cantor
Gabriel Ali
Thomas Daniel Searles
Laura Searles Stohlman
Joshua Allen Brunner
Ryan Dunn
Daniel Searles
LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK

Within 25 miles of Cloverly, MD, Best Investors lists 805 registered investment advisory firms with 2,025 offices nearby, managing about $21.5T in combined regulatory AUM across 3,991,952 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 Cloverly

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM