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Best financial advisors in Harwood, MD

Registered advisers within 25 miles of Harwood, MD.

Offices
438
Firms
186
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,197,544 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
HARMONY WEALTH ADVISORS, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

GARY WAYNE BIENIASZ
Crystal Sage Barker
Karen B. Steppler-Krieg
Josselyn Melissa Romero Argueta
JOHN WILLIAM SNOWDEN
ANDREA GOUGH BEEGLE
MICHELLE ANN KRUHM
DAVID BRENT GOUGH
Erik Michael Thompson
Henry Neal Chalkley
Lance Cale Cox
Olufunke Oyesola
JONATHAN MANCY KUTEYI
Paul Edward Schiavone
CHRISTOPHER DANIEL DILLON
CHRISTOPHER Brent OLAND
TOBIN JOHN MERGENTHALER
Andrew Calvin Bergner
CECILIA BEACH BROWN
DOVIE EILEEN METZGER
Elizabeth Verhelle Miller
JOANNA RENE ST. CLAIR
STEPHEN MICHAEL METZGER
SARAH HELENA KOSMERL
Alec Cronin
CHASE WILLIAM CULLISON
Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI
STEVEN RANDOLPH CLEVELAND
KRISTIN LYNN DUBINSKI
BENJAMIN DAVID SPIKER

Within 25 miles of Harwood, MD, Best Investors lists 186 registered investment advisory firms with 438 offices nearby, managing about $14.6T in combined regulatory AUM across 3,197,544 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 Harwood

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM