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Best financial advisors in Dunkirk, MD

Registered advisers within 25 miles of Dunkirk, MD.

Offices
618
Firms
307
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.64M
3,638,612 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CALVERT WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WESBANCO SECURITIES, INC.

Investors

Michael F Yankanich
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Stephen Coffey
Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Ryan David Payne
KAULA KEANNA JACKS
TOBIN JOHN MERGENTHALER
Kody Alec Slayton
Scott Alford
ANDREW SHOPE
Paul Edward Schiavone
Thomas R Riffe
Robert Allen Riffe
MICHAEL TODD RUFTY
BRIAN D. WAAK
Christopher Richard Day
Leo David Ritter
John J Carey
Gemma Marie Smith
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Federico Reyna
WAYNE RONALD SHOEMAKER
James Lee Rouse
LOREN JOSEPH GLASER

Within 25 miles of Dunkirk, MD, Best Investors lists 307 registered investment advisory firms with 618 offices nearby, managing about $18.1T in combined regulatory AUM across 3,638,612 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 Dunkirk

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