Best Investors Account Sign in

Best financial advisors in Essex, MD

Registered advisers within 25 miles of Essex, MD.

Offices
893
Firms
305
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,478 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
FOUNDERS FINANCIAL SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CORNERSTONE ADVISORY
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPE INVESTMENT ADVISORY, INC.
OSAIC WEALTH, INC.
RASKIN GLOBAL INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Kevin P Grant
Stephen John Koorey
Jaimie Kim Corcoran
John Comberiate
Gary Kenneth Moulsdale
Angela Dee Shrewsberry
Autumn Marie Sowders
Terese Marie Hopper
JOHN CODD DONOHUE
Brooks Dawson Shertzer
GREGORY BENTON HART
MICHAEL JAMES THOMSON
Darius J Brown
Marquita Dzampe Hawkins
John William Olson
ERIK DORSEY JOHNSON
Jordan Michael Toepel
Peter Ocasio
Paul Chisholm
TIMOTHY MICHAEL HYLE
JOSHUA J PRATTA
GRAHAM TYLER BAUER
Mark Wiley
GREGORY PATRICK KLINGLER
ROBERT ONEILL STACHURA
TUCKER SLOCUM HITE
DARREN MICHAEL SWEENEY
PRATT MICHAEL REXFORD
MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND
Bryce Harrison
Michael Hax Clayton
Bryan Angelilli
LEONARD P RASKIN
KELLY MICHELLE DUNSTON
Gabriela C Miutescu
Keith Steele Stacy
JOSEPH BRUSAK

Within 25 miles of Essex, MD, Best Investors lists 305 registered investment advisory firms with 893 offices nearby, managing about $18.8T in combined regulatory AUM across 3,116,478 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 Essex

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