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Best financial advisors in Joppatown, MD

Registered advisers within 25 miles of Joppatown, MD.

Offices
555
Firms
216
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,108,253 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LEXAURUM ADVISORS
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
APOLLON WEALTH MANAGEMENT, LLC
W&S BROKERAGE SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
J. W. COLE ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLASS JACOBSON WEALTH ADVISORS
ONEDIGITAL

Investors

Andrew Inglisa
Anu Disanayaka
STEPHEN J RAFTER
Leslie Erin Jurado
JAMES ROBERT MELLENDICK
JOAN ALLISON WHITE-MCCAIN
EDNA KOWITZ
KYLE STEPHEN FLYNN
JAMES ERIK JADERBORG
CHARLENE DENISE MONTS
FRANK CHRIS CAPPADORA
PAUL J KELBLY
Uriah Eli Jackson
SAMUEL KUSHNER
MARAT KUSHNER
VLADISLAV ZAGRANICHNY
Roosevelt Pierre Elivert
Steven Paul Dannenmann
RONALD JOHN CAMPBELL
LOGAN K SIMERING
Regis Breen
Christopher William Barrett Breen
BRAD PATRICK DAVIS
BRAD DAVID SCHWARTZ
THOMAS KEVIN BOWMAN
Joseph Brian Mondell
Jon William Nieranowski
JAKE JOSEPH MARCOUX
DaeShelle Dowdell
Katie L Hansen
Jacob Connor Harris
GARY ALAN RICHMAN
Jacqueline Hanson Aime
PATRICIA ELAINE VENEY
CHRISTINE RUTT SCHMITZ
JONATHAN SHUFORD DINKINS
Michael John Kennell
SCOTT WILLIAM SLACUM

Within 25 miles of Joppatown, MD, Best Investors lists 216 registered investment advisory firms with 555 offices nearby, managing about $17.1T in combined regulatory AUM across 3,108,253 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 Joppatown

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