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Best financial advisors in Daniels, MD

Registered advisers within 25 miles of Daniels, MD.

Offices
1,405
Firms
498
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,146 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
HWA FINANCIAL GROUP
EAGLE STRATEGIES LLC
ALPHA DNA INVESTMENT MANAGEMENT
WILLIAMS ASSET MANAGEMENT
LPL FINANCIAL LLC
VICUS CAPITAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
LYNX INVESTMENT ADVISORY, LLC
FOUNDERS FINANCIAL SECURITIES LLC
MAI CAPITAL MANAGEMENT, LLC

Investors

Andrew Joseph Goudeaux
TODD KILTY GAVELEK
LEVI DANIEL BEAN
Nolan Joseph Walchko
SUSAN HOWELL GALLANT
Jack Matthew Rogers
Kaveh Michael Montazer
Zachary W Szczybor
DAVID KIRKLAND SLOPER
ADAM JOHNSON HEWAT
Ryan Brooks Davis
Matthew Cy Alton
STEVEN MICHAEL GOLDBERG
Matthew Larson
Jason Veals
JAMES TEMMINK FURNARY
JOSEPH R GELD
DANIEL SPENCER PEREIRA
PHILIP E HUBER
HUN JEONG SONG
Roderick John Fertig
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
ALEXANDER HO LIM
STEVEN ALEXANDER LIM
Stephen Yee Shin Tan
John August Paul Dove
Heather Leigh Follis
THOMAS LAWSON
WILLIAM PAUL CHLAN
Michael Ross Golden
JOHN FRANCIS SANTRY
JAMES GREGORY SWEET
Ashlyn M Hood

Within 25 miles of Daniels, MD, Best Investors lists 498 registered investment advisory firms with 1,405 offices nearby, managing about $20.9T in combined regulatory AUM across 3,261,146 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 Daniels

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