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Best financial advisors in Fairhaven, MD

Registered advisers within 25 miles of Fairhaven, MD.

Offices
293
Firms
115
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,771 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
CALVERT WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC

Investors

TOBIN JOHN MERGENTHALER
Paul Edward Schiavone
KAULA KEANNA JACKS
Kody Alec Slayton
Scott Alford
Michael F Yankanich
ANDREW SHOPE
Ryan David Payne
Stephen Coffey
Christina Coffey
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Michael Taylor DeBord
Cory Hunter Gertz
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
MICHAEL TODD RUFTY
Thomas R Riffe
Robert Allen Riffe
GARY WAYNE BIENIASZ
Crystal Sage Barker
Karen B. Steppler-Krieg
BRIAN D. WAAK
Josselyn Melissa Romero Argueta
JOHN WILLIAM SNOWDEN
ANDREA GOUGH BEEGLE
MICHELLE ANN KRUHM
DAVID BRENT GOUGH
Erik Michael Thompson

Within 25 miles of Fairhaven, MD, Best Investors lists 115 registered investment advisory firms with 293 offices nearby, managing about $12.7T in combined regulatory AUM across 2,713,771 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 Fairhaven

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM