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Best financial advisors in Ewell, MD

Registered advisers within 25 miles of Ewell, MD.

Offices
6
Firms
5
Combined AUM
$265B
Firm-wide filings, not assets booked only here
Clients
58.4K
58,405 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
INTERACTIVE FINANCIAL ADVISORS
FINANCIAL SOLUTIONS
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Christopher Reed Tripp
WILLIAM MICHAEL MULLINS
JOHN WHITBY FIEGE
KAREN JILL HALL
JEFFREY WILLARD MARSHALL

Within 25 miles of Ewell, MD, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $265B in combined regulatory AUM across 58,405 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 Ewell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 INTERACTIVE FINANCIAL ADVISORS 20 clients · 35 advisers $240M AUM 5 FINANCIAL SOLUTIONS 8 clients · 1 advisers $64.7M AUM