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Best financial advisors in Joppatowne, MD

Registered advisers within 25 miles of Joppatowne, MD.

Offices
556
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

OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TOWN CAPITAL
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC

Investors

ALEC LLOYD MOURING
JOSEPH MICHAEL ANDERSEN
JOHN TODD PAULINY
JAMES MICHAEL WINNER
ERIC B. DECKER
Ellie Bockstie
Eliot Latchaw
John Matthew Goles
SHERRY M KIMBALL
CHRISTOPHER JAMES OZAZEWSKI
JOHN CARLO TROIANO
ELIZABETH ANN PLUNKETT
STEPHEN CHRISTOPHER FIACCO
TREY BOOK
ERIC JAMES PALOMO
DAVID WILLIAM MATESKI
RONALD THOMAS TYDINGS
BRYAN TIGER
YANG YANG
MARY ANNE RONK
RICHARD JOSEPH FELIZ
ALEXANDER Antonius HENNE
James Hennessey
John Likoudis
Jeffrey Robert Niedzwiecki
MICHAEL SCOTT NIEDZWIECKI
MELISSA DIANE HARBOLD
F. S Keck
Marcus L Grubb
JOY A BRISSON
MATTHEW LEE HERBERT
AVERY BRANDEN SAXE
Tafari Anthony Surgeon
GOLIKAI Kashinath SREENATH
Haidy Qui lang Collado Fung
Michelle SUN Sin
William L Mustin
GERRIT SHUFFSTALL
Kevin Michael Glatz
Richard Roland Radke
Cynthia LORRAINE Hutchins
George EDWIN Smith
Amanda Marie Eimers
Ryan Eric Townsley
DAVID ALAN FLANDERS
RYAN MATTHEW FLANDERS
SEAN MICHAEL WILLIAMS
Robert Harry Nicholson
GEORGE DIRCKS
CATHERINE CHRISTINE CRONAUER
PENNY E HUFF
Colton Knoble
BRYON E KNOBLE
GRANT MICHAEL DIRCKS
FREDERICK FERDINAND EHRSAM
JAMES ANTHONY STERLING
CARL MICHAEL STROZYK
JOHN HOWARD SUTTON
BRYON PATRICK EPPLE
HARRY G STURGIS
DANIEL ALOYSIUS PETRO
MATTHEW ALEXANDER CITRANO
SEAN PATRICK TULLY
Connor Barnes
BRIAN EDWARD KOCH
PAULA FAYE GAY
PAUL JAMES SIEROCINSKI
Russell R Smouse
David J Barnes
MICHAEL PAUL SCHULLER
THOMAS JOHN PALM

Within 25 miles of Joppatowne, MD, Best Investors lists 216 registered investment advisory firms with 556 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 Joppatowne

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