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Best financial advisors in Glenwood, MD

Registered advisers within 25 miles of Glenwood, MD.

Offices
1,371
Firms
508
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,255,344 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
VERUS CAPITAL PARTNERS, LLC
LEXAURUM ADVISORS
ADVOCATE INVESTING SERVICES
LPL FINANCIAL LLC
COBALT FINANCIAL PARTNERS LLC
MARKS WEALTH MANAGEMENT
COMPOSITION WEALTH, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
CSENGE ADVISORY GROUP, LLC
QUESTMARK MANAGEMENT COMPANY, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MAI CAPITAL MANAGEMENT, LLC

Investors

Gloria Faye Makino
CHRISTOPHER WILLIAM OXENHAM
Connor Tabeling Flach
LINDA LOUISE STAPF
MAMIE YUHUA CHU LIU
STEPHEN THOMAS KODA
RICHARD THOMAS ANDREWS
JOSEPH RAYMOND GALLAGHER
Riley David Ahlquist
CHRISTOPHER PAUL SHEMATEK
Finnian P Devine
CATHERINE CAVALIER JACKSON
CHARLES MARKS
Finn Michael Drew
Richard Gloekler
Theodore Rollin Crites
MATTHEW CULLEN CHENEY
Seythe Leffall-McCoy
Gaurika S Kapoor
GAVIN RICHARD GOMSAK
Ethan Lazarus
Daniel Brian Smith
NORMAN DOUGLAS HOSTETLER
YONG J LEE
ARNOLD THEODORE ABEL
Teresa R Powell
BRIAN JOSEPH WOODS
DANIEL WOODWARD MULES
CHRISTIN ALLISON SHIFFLETT
JAMES FRANKLIN ADAIR
PATRICK C GIBBONS
Namita Kathuria
DANA BRAYSHAW

Within 25 miles of Glenwood, MD, Best Investors lists 508 registered investment advisory firms with 1,371 offices nearby, managing about $21.0T in combined regulatory AUM across 3,255,344 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 Glenwood

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM