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Best financial advisors in Davidsonville, MD

Registered advisers within 25 miles of Davidsonville, MD.

Offices
983
Firms
456
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.68M
3,678,450 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHAMPION FINANCIAL PLANNING GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
HARMONY WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
CWM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

GARY WAYNE BIENIASZ
Josselyn Melissa Romero Argueta
DAVID ALLEN BALLARD
JOHN WILLIAM SNOWDEN
ANDREA GOUGH BEEGLE
MICHELLE ANN KRUHM
DAVID BRENT GOUGH
Erik Michael Thompson
Crystal Sage Barker
Karen B. Steppler-Krieg
Olufunke Oyesola
JONATHAN MANCY KUTEYI
CHRISTOPHER DANIEL DILLON
Henry Neal Chalkley
Lance Cale Cox
CHRISTOPHER Brent OLAND
TAMMIE LYNN WILLIAMS
KATHLEEN BELDEN SCHOFF
THOMAS JOHN LEWANDOWSKI
ROBERT CALVERT MORELAND
DANIELLE ANN NEWMAN
MILLARD F HEROLD
Kyle T Spilman
SCOTT DAVID MARTIN
STEPHEN BENJAMIN ROOT
BRIAN J BAUER
BRYAN JOSEPH HENDRICKS
KENNETH M BARKMAN
CHRISTINE M MANTICH
DIANNA JONES
MARY A GANLEY
COLLIN FLEMING
HANAH KAY RUMPLER
KRISTIN M ADAM
STACEY MARIE WILDBERGER
KIMBERLY ANNE BERRY
GREGORY BEALE MILBURN
JONATHAN KIRK JAY
DAVID MICHAEL BUTLER
JAMES IGNATIUS DUNN
SHARON LYNN LENZI
STEPHEN PAUL MINOR
KEVIN PATRICK GILLIGAN
TIMOTHY DANIEL CUSACK
JENNIFER KASPER
Michael William Nolan
MICHAEL ANTHONY CALABRESE
NICHOLAS VOYTON
DOUGLAS DANIEL COE
PAUL DAVID BURNS
GREGORY JAMES KARANZALIS
NICOLE BELANGER
KEVIN M PETERSON
KYLE GRIMM DIXON
MATTHEW JOSEPH O'KEEFE
ANNA MARIE FAGAN
Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI
STEVEN RANDOLPH CLEVELAND
KRISTIN LYNN DUBINSKI

Within 25 miles of Davidsonville, MD, Best Investors lists 456 registered investment advisory firms with 983 offices nearby, managing about $19.3T in combined regulatory AUM across 3,678,450 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 Davidsonville

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