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Best financial advisors in Havre De Grace, MD

Registered advisers within 25 miles of Havre De Grace, MD.

Offices
146
Firms
48
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,075,413 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHESAPEAKE CAPITAL MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
FOUNDERS FINANCIAL SECURITIES LLC

Investors

JOHN JASON BISH
Jared Allen
Colin Jamison Miller
BRONWYN LEE-ANN MARTIN
Paul L Applegate
Tanner Gene White
Rory Gene White
Alysson Louise Krchnavy
EDWIN LIBBY DOOLEY
MICHAEL BLUM
ALEXANDER Antonius HENNE
JEFFREY NEAL ROGERS
Harold Bernard Hines
JAKOB DOMINIC KELLY
RANDY HOWARD PACKETT
Cherisse Reumont
STEPHANIE NICOLE MCCLENNY
SPENCER SCHENKING
THOMAS FARRELL O'CONOR
MARK ANTHONY MILLER
John Howard Fisher
Edward Joseph Kelly
Salvatore Raphael Rinaudo
TABITHA LYN KIEBLER
Hugh McCarthy
DAVID SEAN ODEA
Aaron Michael Stephenson
JOHN CODD DONOHUE
Brooks Dawson Shertzer
GREGORY BENTON HART
MICHAEL JAMES THOMSON
STEPHEN CHRISTOPHER FIACCO

Within 25 miles of Havre De Grace, MD, Best Investors lists 48 registered investment advisory firms with 146 offices nearby, managing about $7.82T in combined regulatory AUM across 1,075,413 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 Havre De Grace

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM