Best financial advisors in Colora, MD

Registered advisers within 25 miles of Colora, MD.

Offices

193

Firms

71

Combined AUM

$8.29T

Firm-wide filings, not assets booked only here

Clients

1.27M

1,270,178 clients when Item 5C has a number

Avg / client

$6.52M

Combined AUM ÷ clients

Nearby offices

PNC WEALTH MANAGEMENT LLC

5405 PULASKI HIGHWAY
PERRYVILLE, MD 21903

AMERIPRISE FINANCIAL SERVICES, LLC

112 N WASHINGTON ST
HAVRE DE GRACE, MD 21078-3010

EDWARD JONES

1039A PULASKI HWY
HAVRE DE GRACE, MD 21078-2603

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

327 BOUNDING HOME CT
HAVRE DE GRACE , MD 21078

EDWARD JONES

466 NORTH MAULDIN AVENUE
NORTH EAST, MD 21901

CETERA INVESTMENT ADVISERS LLC

2288 PULASKI HWY UNIT D
NORTH EAST, MD 21901

STATE FARM INVESTMENT MANAGEMENT CORP.

2280 Pulaski Hwy
North East, MD 21901

EDWARD JONES

2250 Baltimore Pike
Oxford, PA 19363-4007

PNC WEALTH MANAGEMENT LLC

1 SOUTH MAIN STREET
NORTH EAST, MD 21901

FIVE RIVERS FINANCIAL ADVISORS, LLC

3 SOUTH MAULDIN AVE.
NORTH EAST, MD 21901

PFS INVESTMENTS INC.

59 S 3RD ST STE 5
OXFORD, PA 19363

EDWARD JONES

16 SOUTH THIRD STREET SUITE 1
OXFORD, PA 19363

CETERA INVESTMENT ADVISERS LLC

1842 LANCASTER PIKE
PEACH BOTTOM, PA 17563

10.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

273 N 3RD ST
OXFORD, PA 19363

10.5 miles away

EDWARD JONES

998 HOSPITALITY WAY STE 203
ABERDEEN, MD 21001-1760

11.2 miles away

TRUIST ADVISORY SERVICES, INC.

275 LIMESTONE RD
OXFORD, PA 19363

11.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2825 Churchville Rd
Churchville, MD 21028

11.6 miles away

LPL FINANCIAL LLC

207 WEST BEL AIR AVE.
ABERDEEN, MD 21001

11.7 miles away

PFS INVESTMENTS INC.

125 S PHILADELPHIA BLVD
ABERDEEN, MD 21001

11.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

12 Lewisville Rd
Elkton, MD 21921

12.4 miles away

Firms

PNC WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIVE RIVERS FINANCIAL ADVISORS, LLC

PFS INVESTMENTS INC.

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

Investors

ALEXANDER Antonius HENNE

JEFFREY NEAL ROGERS

BRONWYN LEE-ANN MARTIN

Colin Jamison Miller

JOHN JASON BISH

Michael Daniel Forcade

STEPHEN BERKERIDGE

KAREN RENE Burtis

Cameron Jacob Griffin

Tamara L Tilton

Joseph Cameron Oliver

Jonathan Williams

RAYMOND MICHAEL HEIDEL

BENJAMIN TYLER HUBER

JOHN CHARLES DELP

David Michael Trainor

Elizabeth Ann Darling

CURTIS EUGENE SHAMBAUGH

BRENT ALLEN MELRATH

Paul L Applegate

Tanner Gene White

Rory Gene White

Alysson Louise Krchnavy

David Paul Dively

Harold Bernard Hines

EDWIN LIBBY DOOLEY

STEPHEN FREDERICK SIMMONS

Within 25 miles of Colora, MD, Best Investors lists 71 registered investment advisory firms with 193 offices nearby, managing about $8.29T in combined regulatory AUM across 1,270,178 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 Colora

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM