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Best financial advisors in Friendship, MD

Registered advisers within 25 miles of Friendship, MD.

Offices
329
Firms
145
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,965 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
CALVERT WEALTH MANAGEMENT, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

TOBIN JOHN MERGENTHALER
Ryan David Payne
Michael F Yankanich
Kody Alec Slayton
Scott Alford
KAULA KEANNA JACKS
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
ANDREW SHOPE
Paul Edward Schiavone
Thomas R Riffe
Robert Allen Riffe
MICHAEL TODD RUFTY
Christopher Richard Day
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Federico Reyna
Leo David Ritter
John J Carey
Gemma Marie Smith
BRIAN D. WAAK
WAYNE RONALD SHOEMAKER
JUSTIN ROBERT EMMERT
MICHAEL DENNIS PAXSON

Within 25 miles of Friendship, MD, Best Investors lists 145 registered investment advisory firms with 329 offices nearby, managing about $13.5T in combined regulatory AUM across 2,736,965 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 Friendship

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