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Best financial advisors in Friendsville, MD

Registered advisers within 25 miles of Friendsville, MD.

Offices
27
Firms
11
Combined AUM
$2.58T
Firm-wide filings, not assets booked only here
Clients
495K
494,698 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
AMERITAS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
JANNEY MONTGOMERY SCOTT LLC

Investors

DAVID JASON UPOLE
JULIA MARIE HERSHMAN
EDWARD RAY LYTLE
MARY LOUISE PETRUCCI
JEFFREY ALLEN BENNETT
Timothy Gary Long
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
John Andrew Rose
FRANK ROSARIO FATO
Ward Baxter Ries
Tarrell Leigh Ries
Paul James Rhule
ANGELO EUGENE CILIA
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
Emma Nicole Russell
RACHEL M. WOOD
Erin Leanne Iannone
Tressa R Wood
Cameron David Miller
Johnathan Justin Flowers
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
Derek A Murray
MARK ANDREW KOVACS
AARON RAY STRAWDERMAN

Within 25 miles of Friendsville, MD, Best Investors lists 11 registered investment advisory firms with 27 offices nearby, managing about $2.58T in combined regulatory AUM across 494,698 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 Friendsville

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM