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Best financial advisors in Germantown, MD

Registered advisers within 25 miles of Germantown, MD.

Offices
1,810
Firms
738
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,666 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

ENROUTE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PAX MOMENTUM
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
PEAK INVESTMENT ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
NEA MEMBER BENEFITS
TRUIST ADVISORY SERVICES, INC.
ELITE FINANCIAL GROUP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MILESTONE ASSET MANAGEMENT, LLC
EQUITY SERVICES, INC.

Investors

EDWARD LOUIS NEVELEFF
Andrew Foster Hall
Moni Chowdhury Engineer
EDUARDO LIMA CORREA
RONALD AARON FUCHSMAN
ILGHAR SAMADZADEH
MICHAEL FREDERICK PASCO
STANLEY JOHN CHRONOWSKI
KEVIN CHARLES DAVIDSON
HAUGHTON ATHOL BOWEN
SEAN EVERETT FALK
DAVID ALLEN ROPER
Mark Corbett
Stefan Jakubowski
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White
JEFFREY DAVID HILWIG
Alvin Costa
LISA SOTIR OZKAN
TAREN DANETTA COLEMAN
CHRISTOPHER GRANT LAWSON
CHARLES FREDERICK SMITH
Nicholas Frederick Herman
DAVID BEN ARNOLD
Hang Thu Nguyen
ERIC LOUIS BLACKMAN
MICHELLE LYNN BENDER
Austin Catania
Patrick Thomas Reinheimer
PAUL ADAM SORTINO

Within 25 miles of Germantown, MD, Best Investors lists 738 registered investment advisory firms with 1,810 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,666 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 Germantown

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM