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Best financial advisors in Easton, MD

Registered advisers within 25 miles of Easton, MD.

Offices
69
Firms
48
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,983,327 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
TRED AVON FAMILY WEALTH, LLC
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CHARLES SCHWAB & CO., INC.
FBB CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WARWICK INVESTMENT MANAGEMENT
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
ANDERSEN WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC
SHORE FINANCIAL ADVISORS, LLC

Investors

BRETT MITCHELL SAUSE
SCOTT WHEATLEY EGLSEDER
FRANCES ELIZABETH SPURRY
Gretchen P Straczewski
SEMENE ANNE GILDEN
WILLIAM B QUICK
DEBORAH JORDAN ELMES
STEPHANIE LYNN SAUNDERS
THERESA SHARON DURNBAUGH
RAYMOND EDGAR SUTCH
JAMES ANDREW MALENA
RONALD JOHN FLOHR
KATHRYN HARTIGAN PRATT
LISA SHAW HUNTER
GRAY DOUGLAS GEORGE BOUTTE
KATE E KRAUS
PENNY A FONTANA
John T Elmes
BRADLEY VALLIANT HILL
CRYSTAL BOWEN WISE
SHANE LAWRENCE HATFIELD
Caroline Adorni Willems
FELICIA E KEMP
THOMAS ELLIOTT HILL
FREDERICK HULVER MORGAN
TRACY SIMPKINS
DAVID M ADAMS
CHERYL RICHARDS PALUMBO
DAVID MATTHEW CONNOLLY
Skylynd R Kahat
Aimee D Watkins
John P Mead
DARIN DEAN ROSER
LOU STEPHEN SATCHELL
ELIZABETH MARY SHERBERT
James Crozier McCleery
Benjamin Gardner
Robert Bennett
MARTHA CALLAHAN
KATHERINE L KNAPP
Kara Burt
Ishmael R Willey
CHARLES ALBERT PRITCHETT
CHRISTINA ZAFFUTA SEIDEL
BRADLEY ADAM MILLER
Rachel Helen Land
GREGORY ALAN BEANE
JUSTIN C SMITH
Kirk W Thrush
BRADLEY FORREST HOLLANDSWORTH
RICHARD JOSEPH MULLANEY
KARL ROMAN KNADE
JENNIFER NICOSIA EDGELL
Allyson Michelle Adkins
Brooke A Grimes
DAVID BRIAN MILLER
ALEX NERACHER FRITZSCHE
Emma Elmes
AARON MICHAEL GABRIELIAN
CHELSEA NICOLE RALSTON
Brady John Bailey
MICHAEL RICHARD ANDERSEN
ADAM LEE LYBARGER
Joseph Francis Lorenzo
LORA F. DAVIS
CHRISTOPHER EPHRAIM PARKS
GREGORY NICHOLAS FRANKOS
WAYNE BRUCE ZUSSMAN
KAREN LAPIER BAER
EDWIN HARRISON STONE

Within 25 miles of Easton, MD, Best Investors lists 48 registered investment advisory firms with 69 offices nearby, managing about $10.7T in combined regulatory AUM across 1,983,327 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 Easton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM