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Best financial advisors in Glen Echo, MD

Registered advisers within 25 miles of Glen Echo, MD.

Offices
1,969
Firms
787
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,937 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

LAW & ASSOCIATES INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EM LEADERS, LLC
NEXUS338
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BLAUVELT CAPITAL ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
BARE VENTURES
BOXWOOD CAPITAL MANAGEMENT, LLC
SAGEVEST WEALTH MANAGEMENT
UNITED BROKERAGE SERVICES, INC
EDWARD JONES
ADVISORSHARES
BILLINGS CAPITAL MANAGEMENT LLC
BROADOAK ASSET MANAGEMENT, LLC
TOTAL IMPACT CAPITAL

Investors

DAVITA CRYSTAL ALFORD-COOPER
JANICE LYNNE HENDERSON
RAMZI BENMOKHTAR BAKLOUTI
DANIEL JAMES MC GEEVER
STEVEN MARK HERSH
Robert Alexander Willetts
OLIVER FRATZSCHER
JAMES HUNTER STROTHER
Benjamin Davis
Dhanuka Buddhakorala
ERIC THOMAS MANGASARIAN
MICHAEL JAMES LEASURE
STEPHEN SCOTT KRETER
ELIZABETH LAWLESS DAVILA
Anthony Walter Matteo
JENNIFER ELISE MYERS
Iram Mina Amir
DANIEL A SERRA
JOSEPH VINCENT CARTER
OMID HEIDAR SANIE
Brian Matthew Callery
James C Allen
MICHAEL MARTIN CASPANI
Henry NMN Dervishi
Austin Robert Duke
HOLLY SCOTT ATALLAH
Calvin G Aubrey
WILLIAM FRANKLIN SNIDER
DANIEL Stuart FRIEDMAN

Within 25 miles of Glen Echo, MD, Best Investors lists 787 registered investment advisory firms with 1,969 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,937 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 Glen Echo

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