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Best financial advisors in Dundalk, MD

Registered advisers within 25 miles of Dundalk, MD.

Offices
944
Firms
325
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,558 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SQUADRA VENTURES
FOUNDERS FINANCIAL SECURITIES, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CROMWELL FUNDS
JEMMA FINANCIAL SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EDWARD JONES
PARTNERSHIP WEALTH MANAGEMENT
CHESAPEAKE FINANCIAL ADVISORS
KESTRA ADVISORY SERVICES, LLC
NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

Investors

DAVID HILTON WHITE
Emily Elizabeth Parent
Nicholas Evan Parr
Jane Maccubbin
JOSEPH VICTOR KRCMA
PETER JOSEPH MURPHY
Michael Enwezor
Devon Tan
Brian James Zabora
JOSEPH ALEXANDER KNIGHT
Christopher Victor DiPietro
Matthew OHalloran Jones
BRADLEY MATTHEW SHEPHERD
MARSHA SUE ROSENBERG
JORDAN RAY TAYLOR
JAMES MICHAEL GABARRA
Anu Disanayaka
STEPHEN J RAFTER
Leslie Erin Jurado
JAMES ROBERT MELLENDICK
TREY BOOK
MARGARET SUZANNE KOSMERL
WILLIAM HUGO CEVALLOS
STEPHEN EDWARD BAIRD
BRIAN CARL NELSON
KATHARINE WILSON DUDLEY
GAY GRAHAM WAGNER
Eyob A Eyob
CHARLES FRANCIS IMHOFF
CHARLES FRANCIS IMHOFF
Brenda Fried
Ryan James Payne
ELLWOOD JOHN DERRICKS
DEBORAH DOYLE
KATHLEEN ANNE MULHERN WEBSTER
NANETTE BOUVIER REDIKER
THOMAS JOSEPH TAYLOR
CRAIG LOUIS POHL
ANGELA MARIE TREFF
LORRAINE ANN FLOWERS
JASON EUGENE NAZELROD

Within 25 miles of Dundalk, MD, Best Investors lists 325 registered investment advisory firms with 944 offices nearby, managing about $18.9T in combined regulatory AUM across 3,119,558 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 Dundalk

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