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Best financial advisors in Columbia, MD

Registered advisers within 25 miles of Columbia, MD.

Offices
1,803
Firms
721
Combined AUM
$23.4T
Firm-wide filings, not assets booked only here
Clients
3.82M
3,817,386 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
MORGAN STANLEY
CHOREO, LLC
HB WEALTH
COMMONWEALTH FINANCIAL NETWORK
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
POINTER FINANCIAL ADVISORS LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
RBC CAPITAL MARKETS, LLC
PRIMAS FINANCIAL PLANNING

Investors

WADE MICHAEL ZANCAN
GEORGE W HUNTER
ANTHONY ELLIOTT JANOSKIE
TAYLOR JAMES JANOSKIE
JEFFREY SETH COHEN
ELIZA SOCITO BALUBAR
THAD JOSEPH ISMART
JOSEPH ANTHONY CAPUTO
Tyler Duluth Cunningham
Tyler Kluge
JOSEPH U MANFREDI
TOWNSEND HORNOR
ROBERT G CARPENTER
JOHN CHRISTOPHER KELLY
LAWRENCE M. POST
MATTHEW SMILER
TERRENCE JERREL JONES
Samantha Nash
Max Pflugrad
STEPHEN ARTHUR HORD
SARAH CHRISTINE GEORGE
GINA LAUREN HARPER
Richard M Muller
STEVEN GARY GRASSL
Sebastian J Buonato III
J. GARDINER EVANS
MARY FRANCES BOYLE
MICHAEL PELHAM LAWRENCE
CARYL-LYN MAZULLO
DEBORAH A O'NEILL
Cindy L Hyde
Michael Reginald Bowden
ERIC CONRAD KOVACIC
JAMES BOYD WALLER
PETER PAUL JENKINS
MATTHEW ARI GOTLIN
Eli Nathan Lerner
CHRISTOPHER BRIAN WALCZAK
Eun Suk Ha
Kelly Moore Nowottnick
WILLIAM O.E. STERLING
DANIEL JONATHAN BROWN
NICHOLAS MARK WASIELEWSKI
MICHAEL EDWARD STOKVIS
MATTHEW PAUL DIEHL
KATHERINE EUNMI LEE
JARON BEACH
TIMOTHY NICHOLAS MUDD
DEBORAH LYNN FRECH
JOSEPH LOUIS BELL
JAMES EDWARD URICH
Connor Dillon Delaney
SUCHARU RISHI ARORA
Peter John Mangano
RYAN CHARLES MAZZARINO
BRIAN O WALTER
KELLEY JEAN FANT
EARL DAVID WALTER
LOUIS JOHN FORAN
MICAH RICHARD HART
Rahul Bhatti
Leonardo Toledo
SHANNON RENEE HOGAN
KEVIN THOMAS HUTT
Tara Bates Brummell
Elizabeth Plot

Within 25 miles of Columbia, MD, Best Investors lists 721 registered investment advisory firms with 1,803 offices nearby, managing about $23.4T in combined regulatory AUM across 3,817,386 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 Columbia

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM