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Best financial advisors in Crofton, MD

Registered advisers within 25 miles of Crofton, MD.

Offices
1,397
Firms
634
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,702,605 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL FIRST ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WILLIAMS ASSET MANAGEMENT
LPL FINANCIAL LLC
VICUS CAPITAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
LYNX INVESTMENT ADVISORY, LLC
ALPHA DNA INVESTMENT MANAGEMENT
EDWARD JONES
WEALTHY & WISE FAMILY OFFICE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RICHARD HARRY WAGENER
RAYNOLD WILMOT MENSAH
WILLIAM JEROME TARLETON
PETER JAMES KEATING
WALTER DANIEL HRAB
Margaux Hailey Hrab
JONATHAN MITCHEL LIPCHIN
ANDREW STEVEN FENTRESS
JOHN LYNCH
BOBBI YOUNG
MARK DOUGLAS KUTZ
CARRIE MARIE Skinner
Gavin Paul Walter
Brian Scott McKinney
DUNCAN SHAWN MCCALL
GARY STUART WILLIAMS
GEORGE THOMAS WATSON
KARISSA NICOLE GOESSL
Ryan Thomas Henry
Zachary Creed Scott
DENNIS GARY REISHER
CHRIS HOLCOMB
TATYANA MOYSEEVNA BUNICH
ROGER SUDHIR DESAI
Peter Metodiev Pavlov
Roderick John Fertig
Jason Veals
Endrit Lloshi
TAIYOUNG LEE
GENTI CICI
Stacy L Connor
SEAN MICHAEL RIPPEN
Evan Francis Eidelberg
Thomas Patrick Burke
viren chadha
Garrett Lee Cioffi
Taylor H Currie
Robert C Bianca
CHRIS DENNIS CUNNINGHAM
STEPHEN CHARLESNEWELL HLIBOK
GEOFFREY A MCCLENNEY
KATHRYN ANN BADGER
Kaktrale M Austin
WILLIE DOUGLAS TATE
JULIETTE R SMITH
MARK CLAYTON SAUDER
MATTHEW BARR
DEEPA MATHUR
Joshua R. Berry
MICHAEL J BIANCA
Simone Lee Alston
Connor Flynn
Amber N Rizer
Nicole Antoinette McDonald
Richard Paul Rieman
Curran Verma
Aaron Michael Collins
Courtney A Hyatte
JOHN REYNOLDS FOARD
PAMELA J GRUVER ADAMS
BLAIR GRANT HILL
Joshua M Fredricks
Gavin A Jenkinson
Lissa M Collins
Debbie Elizabeth Merlos
Suhaydi N Reyes
LEAH MATNEY RUFFNER
Kara C Fox
JOSHUA SCOTT SCHWARTZ
Amr Gamal Rawi
Keilan C Mathews
Kenneth Lloyd McQuay
Josselyn Melissa Romero Argueta
Darwin Alfaro
Dmitrii Portyko
Christian C Pardo
Michael D Heigh

Within 25 miles of Crofton, MD, Best Investors lists 634 registered investment advisory firms with 1,397 offices nearby, managing about $20.7T in combined regulatory AUM across 3,702,605 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 Crofton

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM