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Best financial advisors in Jefferson, MD

Registered advisers within 25 miles of Jefferson, MD.

Offices
299
Firms
112
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,752,994 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

MONOCACY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HOXTON PLANNING & MANAGEMENT, LLC
ADVISOR ALLIANCE LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARINER INDEPENDENT
MISSION: ADVICE
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
RED SKY CAPITAL MANAGEMENT

Investors

Timothy Lawrence Miller
Carter Shaffer
DAVID ANDREW FRANK
LEE REUEL KRAMER
LISA DEWING
JEREMIAH COLE THOMPSON
James Christian Peachey
Richard Shawn Nisson
TOBY SCOTT KLINE
Moni Chowdhury Engineer
Adama Hawa Diallo
Wenfei Zhou
TERRENCE ANDREW TAYLOR
June Heather Burton
Archibald Robinson Hoxton
Rhiannon A Turner
Tyler Preston Kitner
ARCHIBALD ROBINSON HOXTON
JAMES ARTHUR SUTCH
Eric Jason Lewis
CHRISTIE C CRAWFORD
Nirman Vijayamohan
Marco A. Soto
TRICIA LYNNE TRIPP
SAMUEL POWER BOYD
Laura Ann Beall
Amanda Burkhart Ryder
THOMAS PATRICK MAIDEN
TAMMY LYNN SIRBAUGH
Jonathan Colin Montgomery Winkert
Justin Byram
Michael Christopher Wali
John A Creegan
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
PATRICK TIMOTHY BROSNAN
BRANDON RICHARD CRABB

Within 25 miles of Jefferson, MD, Best Investors lists 112 registered investment advisory firms with 299 offices nearby, managing about $12.8T in combined regulatory AUM across 2,752,994 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 Jefferson

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM