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Best financial advisors in Dayton, MD

Registered advisers within 25 miles of Dayton, MD.

Offices
1,749
Firms
729
Combined AUM
$23.6T
Firm-wide filings, not assets booked only here
Clients
3.99M
3,991,808 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
VERUS CAPITAL PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CSENGE ADVISORY GROUP, LLC
CAMBIUM CAPITAL MANAGEMENT LP
COMPOSITION WEALTH, LLC
EDWARD JONES
LPL FINANCIAL LLC
LEXAURUM ADVISORS
LAFAYETTE INVESTMENTS, INC.
CONCURRENT INVESTMENT ADVISORS, LLC
MARKS WEALTH MANAGEMENT
CAPITAL FINANCIAL, LLC

Investors

Gloria Faye Makino
CHRISTOPHER WILLIAM OXENHAM
Connor Tabeling Flach
Gaurika S Kapoor
Daniel Brian Smith
Seythe Leffall-McCoy
Ethan Lazarus
NORMAN DOUGLAS HOSTETLER
Theodore Rollin Crites
MATTHEW CULLEN CHENEY
Lionel Anthony Desbordes
Kevin Sean Gallagher
LINDA LOUISE STAPF
Brendan Patrick Hughes
SCOTT HATHAWAY DINN
LAWRENCE JUDGE
RYAN MICHAEL KLINGER
MARK HUGHES
ROBERT ADAMS NOYES
THERESE HATZES ANDERSON
TODD MATTHEW WIKE
Gregory Edward Wilkinson
BRIAN JAMES KRAWIEC
BRADLEY WILLIAM SCHELL
DEBORAH MARKEY KELLY
LANTA LARRETT EVANS
Finnian P Devine
CATHERINE CAVALIER JACKSON
CHARLES MARKS
Finn Michael Drew
Richard Gloekler
Christian C Pardo
James Huey Webb
Randolph R Nittoli

Within 25 miles of Dayton, MD, Best Investors lists 729 registered investment advisory firms with 1,749 offices nearby, managing about $23.6T in combined regulatory AUM across 3,991,808 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 Dayton

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