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Best financial advisors in Eldersburg, MD

Registered advisers within 25 miles of Eldersburg, MD.

Offices
1,003
Firms
347
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,228,738 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
GLASS JACOBSON WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
VERUS CAPITAL PARTNERS, LLC
OBSERVATORY CAPITAL MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
W&S BROKERAGE SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
LEXAURUM ADVISORS

Investors

Thomas Edward Custance
Lisa Allynn Wight
Kayla Miles Shockett
David Lawrence Crabtree
Joseph Heathcock
Jahaira Zorrilla
CHRISTINE RUTT SCHMITZ
JONATHAN SHUFORD DINKINS
Regis Breen
Christopher William Barrett Breen
BRAD PATRICK DAVIS
BRAD DAVID SCHWARTZ
THOMAS KEVIN BOWMAN
Joseph Brian Mondell
Jon William Nieranowski
JAKE JOSEPH MARCOUX
DaeShelle Dowdell
Katie L Hansen
Jacob Connor Harris
GARY ALAN RICHMAN
Jacqueline Hanson Aime
PATRICIA ELAINE VENEY
CHRISTOPHER WILLIAM OXENHAM
Connor Tabeling Flach
LOGAN K SIMERING
PAUL J KELBLY
Uriah Eli Jackson
SAMUEL KUSHNER
MARAT KUSHNER
VLADISLAV ZAGRANICHNY
JOAN ALLISON WHITE-MCCAIN
EDNA KOWITZ
KYLE STEPHEN FLYNN
JAMES ERIK JADERBORG
CHARLENE DENISE MONTS

Within 25 miles of Eldersburg, MD, Best Investors lists 347 registered investment advisory firms with 1,003 offices nearby, managing about $19.4T in combined regulatory AUM across 3,228,738 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 Eldersburg

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