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Best financial advisors in Jacksonville, MD

Registered advisers within 25 miles of Jacksonville, MD.

Offices
715
Firms
250
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,415 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE MARSHALL FINANCIAL GROUP LLC
RBC CAPITAL MARKETS, LLC
OUTCOME DRIVEN STRATEGIES, LLC
CORNERSTONE ADVISORY
GRIGG FINANCIAL, LLC
L. K. BENSON & COMPANY, P.C.
BERMAN MCALEER
THE L. WARNER COMPANIES, INC
KAWG&F FINANCIAL PLANNING GROUP LLC
WAYPOINT WEALTH MANAGEMENT

Investors

CHRISTOPHER LEE KNOX
Sean Patrick McElroy
SHARI S WINKELMAN
DAVID RICHARD STACK
SHAWN E LEMKO
BRENDAN JAMES GRAHAM
ZACHARY MCCASKILL
ADAM R DOUBET
JENNIFER LYNN DETANDT
MITCHELL JAY BROWN
JOSHUA MICHAEL GREENWALD
JEFFREY BESSLING
JEFFREY NEAL BERMAN
CRAIG ERIC BERMAN
ROBERT TODD GRANDY
MICHAEL JOHN MEDINGER
Eric McIntyre
SCOTT ROBERT MCINTYRE
PETER ANDREW MARSHALL
CHRISTOPHER NELSON BARNES
John Russell Armstrong
Thomas McAndrew
Denton Penn Lane
Thomas Andrew Arasz
Tyler Kang
Andrew John Hasz
KYLE Austin LEVICKAS
Rodney Dale Dir
AGOSTINO ANTHONY PUGLIESE
TIMOTHY MICHAEL HERB
EDWARD WILLIAM HENRY KISSINGER
SUSAN AMANDA FRILLMAN
Yale Richard Hoffberg
Corinne Christine Patteson
Brittnay Nicole Larrimore
Keira Brooke Levy
FRANK WILLIAM DINGLE
ROBERT FRANCIS BROWN
LISA DAWN VETTER
PATRICK PETER VAUGHAN
BRIAN EDWARD KOCH
ERIC SHADOFF
EVAN GERARD DOWNEY
GARRETT ALEXANDER KUNKEL
Connor Joseph Curro
Frank Miles White
GREGORY BRIAN KRONEBERGER
CHRISTOPHER WALKER
STEPHEN MICHAEL GOLDSTEIN
BRIAN WILLIAM JONES
MARC PATRICK FIRLIE
CHARLES FOSTER CLAFLIN HALL
CHRISTINE MICHELLE BUCKLEY
Kristi Smith Dargan
CHRISTOPHER ERIC POLLITT
TAYLOR RUPPERSBERGER MARINO
CHAD EBERLY
Kathleen C Rogers
Samantha Kristine Fiedler
MARK VALENTINE DYER
DAVID EDWARD SCHMELZ
GEOFFREY HARRISON BRENT
PERRY STEPHEN FONG
GORDON HAMILTON WITHERSPOON
Amalia Marie Rockafellow
DEBORAH ANN GOTTLICK
KATIE LYNN HUGHES
SEAN PATRICK TULLY
DAVID WISNIEWSKI
NICHOLAS FRANCIS STEIER
BRET ANTHONY SCHERTZ
TROY ELSER
COLBY KIMMONS SAVADOVE
SHANNON L. BEAUCHAMP
LUKE NUETZEL
CRAIG GAYHARDT
CHRISTOPHER HAYBURN
MATT X HANLEY
CONNOR BUCK
DAVID ALAN ANDERSON
ELIZABETH A GUNTER
GEORGE H HOCKER
BRIAN DAVIES
MICHAEL HARTMAN
STEVEN NUETZEL
SHERYL DIANE PARKS
MICHAEL KELLY LAVINA
PATRICK AUGUSTINE RYAN
Christopher Pesota
JAMES ROSS FOXEN
DONALD STEPHEN HUBER
THOMAS NICHOLS BIDDISON
ROBERT MICHAEL GILL
Ryan Robert Brady
BRIAN THOMAS GRIGG
LYLE KRAUS BENSON
CHRISTOPHER DAVID BENSON
SUSAN MICHELE MITCHELTREE
KIMBERLY M. SILVESTRI
DAVID LEE BERMAN
PATRICK JOSEPH MONAGHAN
MELANIE DEE HAGAN
ANDREW T COOK
GENEVIEVE M CRISERA
BRETT T HOLMES
ADAM R MURRAY
Matthew James Hess
Brian Dennis Carroll
Andrew Bruns
ILENE SALCMAN
Edward A Dixon
MICHAEL THOMAS ANDERSON
TIMOTHY JOSEPH TRUSS
DEREK JOHN ELPHICK
ALA SMOCHINSKY
THOMAS JOSEPH GRAMIGNA
EDWIN SCOTT KILLINGER
RAYMOND PENZI
RICHARD DEAN SPIVEY
Amy Sue Heim
PETER DAVID DIXON

Within 25 miles of Jacksonville, MD, Best Investors lists 250 registered investment advisory firms with 715 offices nearby, managing about $17.3T in combined regulatory AUM across 3,109,415 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 Jacksonville

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM