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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

GREAT VALLEY ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCARBOROUGH CAPITAL MANAGEMENT
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SERA CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BALLAST FINANCIAL ADVISORS, LLC
INTEGRITY ADVISORY SOLUTIONS
CETERA INVESTMENT ADVISERS LLC

Investors

DAVID BENJAMIN HART
BRIAN PATRICK MACLEAN
Jennifer Anne Jones
Walter Beres Stundick
ROBERT J JOHNSON
MATTHEW BUTLER
Cornelia Ruth Mallari
Kelli Waclawski
WILLIAM RYAN MILLS
GABRIELLA MADISON MCLEAN
GREGORY MAY
DEIRDRE MUIREANN SHAFEA
ALEXANDER ROBERTS
EVAN William CARTER
NATHAN PERRY HEPWORTH
ANDREW NURMI
QUOCTUAN LUU
MICHELLE SALMON
SARAH TOPPING
DANIEL WITTIG
MEREDITH ALLYSSA HARRISON
TYLER YODER
KEVIN D SMOLE
KATARINA STEIN
TODD H BATTY
DAVID M. POLLACK
STEPHEN PORTER
JUSTIN WHITCOME
Renea Phalicia Campbell
RYAN ALEXANDER ANSTED
JONATHAN WALTER SZOSTEK
SHAWN JOSEPH WALKER
Reese Michael Corley
JAMES FREDERICK SPRINKEL
GREGORY SIGISMUND OSTROWSKI
JOSHUA PAUL GOLDSMITH
DAVID ALLEN SIZEMORE
SAMANTHA CHRISTINE HARRIS
Matthew John Zimmerman
DYLAN Patrick SYLVESTER
Robert Joseph Roberts
DAVID ALAN HERMAN
IAN ARROWSMITH
JEFFREY MICHAEL CARDOZO
MARC KIM
TRAVIS DEAN REGIER
MARGARET MORTON JACKSON
FRED JERNIGAN SHERRILL
MICHAEL A NORRIS
Matthew Scott Wallace
THOMAS CHARLES OFARRELL
Colin Joseph Steele
JOAN CAPPIELLO LIVINGSTON
PATRICIA PURNELL BAUM
BRIAN ENGELER LEES
GORDON SCOTT WALLACE
STEVEN SHAW EAGLEY
SEAN MATTHEW O'NEILL
TRISHA SCOTT THOMAS
ANTHONY JOSEPH BONACCI
KYLE FITZGERALD DIXON
STEVEN ALEXANDER RICE
CHRISTOPHER MOORE SWATTA
Heather Noel Lakner
Caroline McKell Crowell
Ryan Thomas Quigg
THOMAS LINWOOD CARTER
MICHELE LYNN MAYO
STEPHANIE LEE LATTA
VICKIE SUE FAULKNER
STEPHEN FREDERICK OWEN
MICHAEL FRANCIS BYRNE
LYNDA ANNE HILLER
DANIEL SEAN PHELAN
KEVIN MICHAEL TURNOCK
JULIA JORSS
KEITH NICHOLAS LANZONI
CHRISTOPHER FRANK SWATTA
THOMAS CHARLES OFARRELL
WALTER MICHAEL CROWELL
Kevin Francis Byrne
ELIZABETH A BAFFORD
Brian David Misterek
John Rohrs
Brandon M Reichert
CARLOS MANUEL SERA
Carl Edward Sera
ROMAN GABRIEL BALOGH
Joseph Anthony Sera
JOEL ANDREW DOVI
ELAINE MUELLER SHANLEY
WALTER ROBERT WORLEY
KEVIN CLAY WRENN
Laura Theresa Curry
DAVID ANDREW HALL
JEFFREY JOHN FURNISS
JOHN RICHARD NISTLER
William Lawrence Patriarca
Joseph Codd
STEVEN DAVID FILO
Mackenzie Watson
ROBERT DAILEY
OSBORNE DAHLGREN CHRISTENSEN
DAVID WAYNE HAWKINS
BRIAN PHILLIP GIBBONS

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