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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

PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORESIGHT FINANCIAL SERVICES, LLC
PROSTATIS FINANCIAL ADVISORS GROUP
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
M HOLDINGS SECURITIES, INC.
CALVERT WEALTH MANAGEMENT, INC.
EAGLE STRATEGIES LLC
STONEX ADVISORS INC.

Investors

WILLIAM TIMOTHY COFER
Sinwai Sanri Lee
Yueyi Du
DONALD LEE MOORE
DONALD LEE MOORE
PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry
SANDRA LEE HILD DUFF
DAVID HILTON WHITE
Michael F Yankanich
SCOTT ALBERT GREBENSTEIN
RYAN C HERBERT
VANESSA LYNN PRUETT-URIE
MICHAEL ANTHONY CANET
KATHERINE MARIE GROCE
Brian Canet
ANDREW STERLING ASHTON
Lawrence Kiely
KIMBERLY Anne OWEN
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
KURT NICHOLAS KNOESS
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Michael Taylor DeBord
Cory Hunter Gertz
REGINALD BARRINGTON LLOYD
ALDRIC Y JOHNSON
ROBERT MICHAEL WOODEN
Stephen Coffey
Christina Coffey

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