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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

AMERITAS ADVISORY SERVICES, LLC
PEOPLE FIRST FINANCIAL ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TUCKER ASSET MANAGEMENT LLC
BEACON INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
ALPHACORE CAPITAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OPR INVESTMENT SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Joshua Wilcox
KATRINA ROMONA RIDDICK
ANTHONY KAYODE ADENIKINJU
JAMES ALLEN
MARC MAGAS
CORNELL P ABOD
RUTH ANNE SLIVIAK
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
Eden Tadesse Akana
Tristine K Altamirano
PAMELA LYNETTE MUDD
STEVEN PAUL CIMINO
JASON JEFFREY DAVIS
Philip James Mantua
Stephen Griffin Sikes
Andrew Alper Theobald
John Thomas Flynn
Matthew Christopher Plourde
ELISE MICHELE WEINSTEIN
RORY MICHAEL MCGLYNN
DANIEL ABRAHAM BALL
EDWARD GEOFFREY SELLA
BRADLEY PATRICK LIPMAN
MATTHEW EDWARD GILCHRIST
BENJAMIN LEIGH HAUSMAN
BRIAN RILEY
PAUL LOUIS SCHNEIDER
PHUOC HUU DANG
Philip Jay Meyers
Seth Jarrett Meyers
Trinity Elaine Grall
Eric Gordon Meyers
JEFFREY SCOTT OLSEN
Steven Parker Russell
Catherine M Russell
Angela K Miller
Herlin Reyes Ramos

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