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Best financial advisors in Frederick, MD

Registered advisers within 25 miles of Frederick, MD.

Offices
328
Firms
128
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,812,047 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
MONOCACY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC

Investors

Hunter M Romanoff
LAUREN A STORM
ANDREW GILBERT
MATTHEW TOPPER
Gabriella Teresa Damiano
Laura Ann Beall
TOBY SCOTT KLINE
Timothy Lawrence Miller
Carter Shaffer
DAVID ANDREW FRANK
LEE REUEL KRAMER
LISA DEWING
JEREMIAH COLE THOMPSON
James Christian Peachey
Richard Shawn Nisson
Timothy Kueberth
Nicholas J Over
William SWINSON Peacock
KAREN A JOHNSON
JEFFREY DAVID HILWIG
TERRENCE ANDREW TAYLOR
June Heather Burton
Susan Elizabeth Edmiston
EDWARD GUION KAIN
CHRISTIE C CRAWFORD
Nirman Vijayamohan
Marco A. Soto
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
Peter Christopher Loysen
MARCUS ALEJANDRO HULL
KENNETH HENRY ROOT
JACOB LOUIS GRIFFITH
SEAN PATRICK MURPHY
MELINDA ELYSE WISE

Within 25 miles of Frederick, MD, Best Investors lists 128 registered investment advisory firms with 328 offices nearby, managing about $12.7T in combined regulatory AUM across 2,812,047 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 Frederick

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