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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

KINETIC VENTURES, L.L.C.
COMMUNICATION CAPITAL PARTNERS, LLC
INTERVEST LTD
RAYMOND JAMES & ASSOCIATES, INC.
SUMMIT TRAIL ADVISORS, LLC
TRITONPOINT WEALTH, LLC
ARTEMIS REAL ESTATE PARTNERS
TRITONPOINT CAPITAL, LLC
TRITONPOINT PARTNERS, LLC
WARNER FINANCIAL, INC
EDWARD JONES
BARRACK YARD ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
EPSILON HEALTH INVESTORS, LLC
WASHINGTON SECURITIES CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RICHARD HOLLEMAN SCHOENFELD
JOHN LAING BOWLES
Casey Nicole Fiora
JOSEPH WHALEN
OZGUR KARAOSMANOGLU
Hayley Becca Glantz
AYDIN OMER TUNCER
Zoe Migliozzi
DAVID WADE ROMHILT
ANDREW KEVAN SCHIFF
Ryan Wilson Ferrell
WILLIAM ALAN STERLING
GREGORY EDWARD BLAKE
PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
PETER HALBROOK
HOWARD STUART ROTHMAN
Jake James Schoenfeld
JONATHAN BRETT ROSNER
Alisha Patel
Jake Lawrence Ransom
ROBERT LOUIS SICHEL
RICHARD IRA SICHEL
MATTHEW CHARLES SANCHEZ
Megan L Hayden
Meredith Anne McCall
HAROLD LAROY HUGHES
DAVID STEPHEN WARNER
Kevin Scott Jarcho
JASON MICHAEL GOLDSTEIN
Daniel Toubiana
Claire Elizabeth Cooney
CHRISTOPHER MICHAEL WARNER
Sean Zawodny
Corey Vance
MARTIN GERARD LECLERC
FRANCES ELLEN GOLDMAN
Gregory Scott Wagner
DANIEL THOMAS MCHUGH
JAMES ROBERT JONES
HENRY BRUCE ABBOTT
Halida Sher

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