Best Investors Account Sign in

Best financial advisors in Colesville, MD

Registered advisers within 25 miles of Colesville, 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

MORGAN STANLEY
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
BROWN ADVISORY
CHARLES SCHWAB & CO., INC.
MV CAPITAL MANAGEMENT, INC.
TRUMBOWER FINANCIAL ADVISORS LLC
ABRAMS BISON INVESTMENTS, L.L.C.
ALIKOS WEALTH MANAGEMENT, LLC
MIDDLETON ADVISORY
ALLRIDGE WEALTH MANAGEMENT, INC
SNOWDEN CAPITAL ADVISORS LLC
GLOBAL RETIREMENT PARTNERS LLC
HUB INVESTMENT PARTNERS, LLC

Investors

KENNETH HOWARD SHURE
MICHAEL ROZOFSKY
CHRISTOPHER C COOPER
TANIQUE K LOUIS
NICHOLAS S GRUBB
Curtis Rutherford
HENRY MALCOLM LYNCH
Tolulope Abidemi Adeyemi
Garrett Adam Frye
Dominic P LoPiccolo
Joyce Abichaker Amadi
Isaac Paul Fried
Hannah Rebecca Scheps
James C Lee
Leandro Falleiros Rodrigues Carva
Benjamin Napierala
Sean M Hudson
Emanuel H Athanasakis
JUDITH EILEEN ZINS
CARLOS MAXIMILLIAN MOLINA
RICHARD EDWARD HORN
J CLAY BRITT
BRIAN MATTHEW NEELEY
GABE J. ARONSON
HERBERT LOWEY ORTEGA
VALERIE A WATSON
FRANKLIN BALDWIN NEWBY
MICHAEL ALAN KLINE
YEENA INES LIU
ADAM THOMAS RORRER
MICHAEL RICHARD SVEC
IRA BRETT GREENSPAN
JASON DAVID MARTIN
PEGGY ANN LEDVINA
VITALI NAZLYMOV
JOSHUA IAN SCHNEIDER
MARIO DEMONT ARRINGTON
RENATA I HERNANDEZ
JUAN CARLOS VASCONEZ
STEPHEN TILDON LUCAS
KEVIN PATRICK EBEL
MARA ROSE BRALOVE
STEPHEN JAMES LOWMAN
JEFFREY M DECKELBAUM
Opeoluwa O Afe
ALEX OSCAR MORALES
KELLI SENOPOLE
ANDREW ROBERT ROTHENBERG
SEAN FITZGERALD MANDERS
MAGDALENA MARIA ALCAN
KIARRA L DEBERRY
Daniel Miller
ALEX ROCK
LISA HAMMOND
REBECCA CARLY GOLDSMITH
Anish Gupta
Anthony Robert Crisalli
Gordon Brandon Romans
Rhys Owen
Zachary G Goddard
Gerald Horn
Agustina Doval
OLIVIA FAE BALDWIN
Zheng Wang
Caellen H Roberts
WILLIAM JAMIESON SMITH
LOUIS BENJAMIN LACHTER
MICHAEL DAVID STADNIK
ADRIANNE DEUEL MEDFORD
DAVID LOREN GIULIERI
WILLIAM PELHAM MCNULTY
LLOYD BERNARD IDEN
William THOMAS Pappert
DEBORAH CARTER SMITH
RICHARD V. DIMAIO
RACHEL ZINS HEIMANN
Christine E Austin
TARA MULLINS TUCKER
DANIEL EGAN CHUN
DORINA RAMONA HAIAS
Aaron D Scissors
Cody Monarch
ALEXANDER MICHAEL MCGEE
Liam S McNulty
BEAU W VANGILDER
SHERYL JAN STEINHART
WALTER A ROMANS
KRESS MONARCH
TIMOTHY ROBERT CONLEY
ANGELICA PAIVA
KAITLIN D BRANCACCIO
BRIDGET MARY TUROW
William S Gardner
Nicholas John Onder
Wojtek Piotr Wilczynski
Alex Andrade
Sarah Adam
Natalie Jairath
ANSON TRENT HARRIS
THOMAS GUY HENRY
TIMOTHY DAYTON KING
SHELLIE KUREK PETERS
CHRISTOPHER PATRICK JOHNSON
STEPHEN BRUCE SCHULER
SALOMA BECHARA
JOHN THURSTON BEATY
GLEN MICAEL LAMBINICIO
RAYMOND G MCCLURE
NINA RAMO MITCHELL
DAVID JASON OLSON
ANSWAN DEMOND JOHNSON
WHITNEY DENISE TURNER
MICHAEL CAMERON O'LEARY
Sarah Eatman Kyle
Oscar Antonio Cornejo
Simeon Spruill
RODNEY SILAS GILLESPIE
NHAN DUC NGUYEN
HYUK LEE
Melanie Simons
LISA KIDD HUNT
ROBERT SCOTT LONEY
GISELLE C COLAVITA
David Y Bubb
STEPHEN JOHN LO
TREVOR WILLIAM COREY
ILIAN LI
Michael C Boggio
Lanie Elizabeth Nikes
ARI POTTS STRAIT
KRYSTLE L GONYO
DEVIN JEROME JOHNSON
Nia Satoko Jordan
DANIELLE HASSAN
SPENCER PAUL GUIZARD
Mitchell Keiken Davis
Davide Opoku Agyemang Sarkodee
GARRETT WILLIAM SNELL
Robert Boies
STEVEN KENNETH UMSTEAD
John M Brodie
Denis Plunkett McGroddy
AUSTIN G RIEDEL
Shanae Mullings
Alexis Meek Roth
MARK EVANS UNDERWOOD
COURTNEY VIRGINIA VOJDANI
ARIAN A VOJDANI
HEATH ALLEN BREWER
MICHAEL RAYMOND PERHAC
CHRISTINA LYNN BRESNAN
BRAD CHRISTOPHER NEUMANN
Robert Jonathan Speece
VICTORIA MARTHA TRUMBOWER
DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE
WILLIAM KEITH MAYO
WILLIAM JAMES SNOKE
JAMES ERIC KEENEHAN
Samantha Kaufman
ELIZABETH KATHLEEN REHBEHN
ALEXANDER GEORGE ASSALEY
ALLISON LOUISE ROSENBERG
ALEX HSU
JASON WILLIAM DAHL
Jensen Lorea

Within 25 miles of Colesville, 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 Colesville

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