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Best financial advisors in Funkstown, MD

Registered advisers within 25 miles of Funkstown, MD.

Offices
178
Firms
65
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,003 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
UNITED BROKERAGE SERVICES, INC
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.

Investors

ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
Reggie Turner
Dena Morgan
Joshua Ott Mongold
ADAM KYLE STEWART
PETER TRAGESER WARREN
Matthew T Kradel
JACOB M CALDWELL
Kevin R Moore
TIMOTHY J MOORE
SARA ELIZABETH CHURCH
KATHY EICHELBERGER SCHULTZE
Ray Harrison Frazer
BENJAMIN ESBENSHADE LEFEVER
Jacob Robert Oakman Barling
JARRED TODD KNOTT
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
TIMOTHY ROBERT PROCITA
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
DANIELLE NICHOLE LEONARD
Patrick Kavanaugh
David Y Chang
STEPHEN K WALDYCH
CHRISTOPHER PAUL HOFMEISTER
Susan Elizabeth Edmiston
HENRY ROSS WIXON
BRUCE E JOHNSON
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG

Within 25 miles of Funkstown, MD, Best Investors lists 65 registered investment advisory firms with 178 offices nearby, managing about $10.3T in combined regulatory AUM across 2,630,003 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 Funkstown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM