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Best financial advisors in Greensboro, MD

Registered advisers within 25 miles of Greensboro, MD.

Offices
84
Firms
59
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,527,144 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.
ORBIT
LONG ANGLE MANAGEMENT, LLC
BFO INVESTMENTS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
SAVANT WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
ONYX BRIDGE WEALTH GROUP LLC

Investors

CHARLES NEWLAND HUBER
Ann Margaret Jacobs
Perry David Price
JOHN JOSEPH CVACH
HUNTER JACOB EMORY
MATTHEW JASON BASILE
Grant Alexander Maloof
BRENT CHRISTOPHER FUCHS
MATTHEW DONALD SPEDDEN
LAUREN GRANDE LERCH
SANDRA LAWTER-OTOOLE
Lindsay Kathryn Dougherty
Charles Wyatt Thurman
PATRICK THOMAS NOLAN
ROBERTS E. MCKELDIN
SCOTT CLAYTON CRAWFORD
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN
RONALD PAUL VASCIK
CHRISTINE LAWRENCE
JUDITH ANNE PFLAUMER
CHRISTOPHER CHARLES THEIS
PAUL RANDALL MAYNOR
BRUCE DAVID HERMANN
Joanna Lee Daneman
Jim Brady
Shawn Kenneth Collins

Within 25 miles of Greensboro, MD, Best Investors lists 59 registered investment advisory firms with 84 offices nearby, managing about $10.3T in combined regulatory AUM across 2,527,144 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 Greensboro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM