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Best financial advisors in La Plata, MD

Registered advisers within 25 miles of La Plata, MD.

Offices
267
Firms
115
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,915,459 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
BLUELIST PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST PERSPECTIVE CAPITAL LLC
WEALTHCREST FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

STEPHEN DAKIN PATTISON
Marcos Francisco Sagastizado
Aeda Chung
Ryan Stephen Dillard
KYLE EUGENE BELL
THIENKIM LY TRINH
JUAN PABLO URIBE
KEVIN MCCALL
KATHERINE JANE JARGO
DYWANE ALBERTO HALL
Ibrahim Idrissa Bah
GLENN EDWARD RYHANYCH
DAVID ALAN BASINGER
LOVIE TAJUANIA LEACH
Michael Anthony Bryant
Jaymie L Chmil
Enayat W Sheikhzad
Caleb Dalton Wines
GUY ROBERT X. MIDDLETON
Patrick William Kimmel
GREGORY PETER GRIMSLEY
RUSSELL GOODMAN ROBERTSON
PATRICK BRYAN BEAGLE
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
Jonathan Winston
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
TRAVIS HUNTER CLARKE

Within 25 miles of La Plata, MD, Best Investors lists 115 registered investment advisory firms with 267 offices nearby, managing about $13.2T in combined regulatory AUM across 2,915,459 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 La Plata

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