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Best financial advisors in Coltons Point, MD

Registered advisers within 25 miles of Coltons Point, MD.

Offices
44
Firms
19
Combined AUM
$7.35T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,249,085 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RETIREMENT MANAGEMENT SYSTEMS
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
MML INVESTORS SERVICES, LLC
FOUNTAINHEAD FIDUCIARY, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Investors

Christie L Agamaite
JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
David McDonough
Carrie Anne Kelly
Theodore James Secor
Jeffrey L Linger
John S Loving
David Mcguire Smith
Joan Valerie Smith
TAMMY LEE GLADSTONE
COLLEEN SUZETTE BLUNDELL
MARY KATHLEEN SULICK
Sabrina Prescott Lee
Annmarie K Trombino
Laura Ann Hyatt
William Conrad Reuter
Liam Campbell
GEORGE AUSTON SNOOK
Ryan Christopher Palmieri
Troy Grimes
Lisa Marie Grimes
BENJAMIN PAUL BARBOUR
ANDREW DUNBAR
PAUL John AUBIN
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
Nicholas Cole Cable
Sean Evan McGuire
Sarah LeAnne Weems

Within 25 miles of Coltons Point, MD, Best Investors lists 19 registered investment advisory firms with 44 offices nearby, managing about $7.35T in combined regulatory AUM across 1,249,085 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 Coltons Point

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 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM