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Best financial advisors in Grantsville, MD

Registered advisers within 25 miles of Grantsville, MD.

Offices
42
Firms
19
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
292K
291,964 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
TRUSTMONT ADVISORY GROUP, INC.
ROYAL FUND MANAGEMENT, LLC
LATITUDE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
&PARTNERS
PROSPERA FINANCIAL SERVICES, INC.

Investors

JEFFREY ALLEN BENNETT
Timothy Gary Long
Paul James Rhule
EDWARD RAY LYTLE
DAVID JASON UPOLE
JULIA MARIE HERSHMAN
AARON RAY STRAWDERMAN
Douglas Reade Kramer
Kyle W Adams
JULIE MARIE BAKER
MELISSA ANN MOYERS
MARY LOUISE PETRUCCI
Brandon Paul Combs
BARTH HOWARD FRANKENBERRY
PATRICK HUGH CUNNINGHAM
Rodney Wayne Barker
HAROLD ELLSWORTH FIKE
JEFFERY LYNN CONNER
Gregory Alvin MaBee
Adam Scott Mabee
Logan Demyon
Shannon Marie Seaders
CHARLES CRAWFORD SHIMER
CHRISTINA CRITES
BRAD MATTHEW HINDMAN
BRIAN JAMES KELLY
ROBIN RAE FOREMAN
KRISTINA RENEE DUNN

Within 25 miles of Grantsville, MD, Best Investors lists 19 registered investment advisory firms with 42 offices nearby, managing about $3.68T in combined regulatory AUM across 291,964 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 Grantsville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM