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Best financial advisors in Emmitsburg, MD

Registered advisers within 25 miles of Emmitsburg, MD.

Offices
230
Firms
78
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,635,594 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CATHARINE FAIRLEY PLANNING GROUP LLC
RED SKY CAPITAL MANAGEMENT
PLAN2RETIRE
RBC CAPITAL MARKETS, LLC
EMPIRIKAL PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Jamie Lee Mladenoff
DEVON VIRGINIA ELLIS
GREGORY DONALD OCKER
CATHARINE V FAIRLEY
JEFFREY ALAN BOWERS
MARCUS ALEJANDRO HULL
KENNETH HENRY ROOT
JACOB LOUIS GRIFFITH
SEAN PATRICK MURPHY
MELINDA ELYSE WISE
Dario Augustine Cavazos
Brianna Lorelle Ryland
Madison Lilly
Jackson Robert Paulishak
Patricia Lynn Davies
John Norberg
Karen Lee Schleuss
KAREN LYNN COYNE
LUKE JAMES BECKER
EDWARD GUION KAIN
KELLY I. BATEY
Patrick Kavanaugh
David Y Chang
DANIELLE NICHOLE LEONARD
Lisa Marie Taylor
STEVEN D CHANNING
CORY MARTIN LANSINGER
DANIEL ALEXANDER BERNSTEIN
Russell Kristian Jensen
ANDREW MELO

Within 25 miles of Emmitsburg, MD, Best Investors lists 78 registered investment advisory firms with 230 offices nearby, managing about $10.7T in combined regulatory AUM across 2,635,594 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 Emmitsburg

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM