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Best financial advisors in College Estates, MD

Registered advisers within 25 miles of College Estates, MD.

Offices
177
Firms
72
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,631,465 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Kevin R Moore
TIMOTHY J MOORE
KATHY EICHELBERGER SCHULTZE
Susan Elizabeth Edmiston
KAREN A JOHNSON
JEFFREY DAVID HILWIG
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
William SWINSON Peacock
Gabriella Teresa Damiano
HENRY ROSS WIXON
BRUCE E JOHNSON
STEPHEN K WALDYCH
CHRISTOPHER PAUL HOFMEISTER
ANDREW GILBERT
MATTHEW TOPPER
LAUREN A STORM
KELLY I. BATEY
DANIELLE NICHOLE LEONARD
Patrick Kavanaugh
David Y Chang
Peter Christopher Loysen
MARK ANDREW MAYER
SUSAN A CLIME
MELINDA L SCHRUM
WILLIAM MICHAEL COFFEY
SHANE EVANS FRITTS
Joshua Daniel Donofry
Nicholas Schwarzenberg
Ivan Magalhaes Dos Santos
Zachary M Brady
ERIC MICHAEL JOHNSON

Within 25 miles of College Estates, MD, Best Investors lists 72 registered investment advisory firms with 177 offices nearby, managing about $10.4T in combined regulatory AUM across 2,631,465 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 College Estates

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM