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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
CBIZ FINANCIAL SOLUTIONS, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.
DWT FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT

Investors

Aaron Robert Benford
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
John Andrew Rose
MATTHEW JOSEPH FELTEN
RICHARD LEE HARSHMAN
CHRISTOPHER RYAN BLANK
SY JACKSON FARRIS
KRYSTAL LYNN STAIR
HEATHER AMANDA CLARK
Amy Byrnes Snyder
TIMOTHY BLAKE GABRIELE
Brendan Whiteman
PATSY ANNE STULLENBARGER
MIRJHANA ALYCE BUCK
MOLLY SHAY BEEMAN
LARRY DEMAR BOGGS
Joshua Broadwater
Jason Robert Burkett
FRANK ROSARIO FATO
JOHN ERIC DELANEY
DAVID WILLIAM TURNBULL
JOHN CHARLES PERSONS
CHRISTOPHER TODD MATHEWS
SCOTT JEFFREY FISHER
BRYAN JEREMY BOZOVICH
MATTHEW ROBERT STAHL
EMILY RAUPACH
CLAUDE WILLIAM RICE
Tanner Buchanan Dick
JAMES ANDREW HOTCHKISS
Albert John Gaiardo
David Wayne Turkovich

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