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Best financial advisors in Dickerson, MD

Registered advisers within 25 miles of Dickerson, MD.

Offices
1,215
Firms
486
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,445,644 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITOL SECURITIES MANAGEMENT, INC.
ONESEVEN
LPL FINANCIAL LLC
RED SKY CAPITAL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
POTOMAC WEALTH MANAGEMENT LLC
FIRST COMMAND ADVISORY SERVICES
DECISIONMAP WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

HERBERT THOMAS WOLF
Alvin D Arunkumar
JASON ANDREW JENNINGS
ALEXANDER THOMAS VILLEGAS
DAVID MICHAEL MORDERS
BRANDON RICHARD CRABB
ANNELIESE JISELA D'SOUZA
MARK ANDREW MAYER
SUSAN A CLIME
MELINDA L SCHRUM
WILLIAM MICHAEL COFFEY
SHANE EVANS FRITTS
Joshua Daniel Donofry
Nicholas Schwarzenberg
Ivan Magalhaes Dos Santos
Zachary M Brady
ERIC MICHAEL JOHNSON
Patrick Kavanaugh
David Y Chang
CARLOS ALBERTO ROMERO
DANIELLE NICHOLE LEONARD
David Alfred Holloway
LAUREN Juliano CONKRIGHT
Peter Christopher Loysen
BRUCE MICHAEL PEARLMAN
MILES SCOTT LAUBINGER
KURT ERIC LAUBINGER
Tracy Ann Heichelbech
Billy Jack Ramsey
Teresa Jean De Long
PAUL CRAVEN BENNETT
MARK EDWARD WEBER
Luke Robert Avery
SERGIO JAVIER TELLO
GEORGINA TING TING MAN

Within 25 miles of Dickerson, MD, Best Investors lists 486 registered investment advisory firms with 1,215 offices nearby, managing about $18.7T in combined regulatory AUM across 3,445,644 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 Dickerson

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM