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Best financial advisors in Greenbelt, MD

Registered advisers within 25 miles of Greenbelt, MD.

Offices
1,947
Firms
793
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.00M
3,995,752 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LINCOLN INVESTMENT
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
IZUCHI LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
W&S BROKERAGE SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CROMWELL INVESTMENT ADVISORY, LLC

Investors

PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry
SANDRA LEE HILD DUFF
WILLIAM TIMOTHY COFER
Sinwai Sanri Lee
Yueyi Du
DONALD LEE MOORE
DONALD LEE MOORE
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
KURT NICHOLAS KNOESS
REGINALD BARRINGTON LLOYD
ESTHER AHIAGBEDE SMITH
ANTHONY MALONE
AZIZAT ABIODUN ADALIKWU
Urenna Chimsomaga Okoye
SCOTT CHRISTOPHER COVINGTON
ROBERT CALMER NEWLAND
Alejandra Beatriz Dominguez Jimenez
Debbie Elizabeth Merlos
Elmer M Garcia
ABRAHIM Mutee KASSIM
LISSETT A JOHNSON
DENISE GAIL ADAH
SHUYUAN WANG
Robert Carrozza
STEPHEN HENRY CROMWELL

Within 25 miles of Greenbelt, MD, Best Investors lists 793 registered investment advisory firms with 1,947 offices nearby, managing about $21.5T in combined regulatory AUM across 3,995,752 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 Greenbelt

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