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Best financial advisors in Lavale, MD

Registered advisers within 25 miles of Lavale, MD.

Offices
29
Firms
16
Combined AUM
$3.42T
Firm-wide filings, not assets booked only here
Clients
271K
270,916 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RBC CAPITAL MARKETS, LLC
CBIZ FINANCIAL SOLUTIONS, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
DWT FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
&PARTNERS
PROSPERA FINANCIAL SERVICES, INC.
LATITUDE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROYAL FUND MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

JOHN ERIC DELANEY
Joshua Broadwater
Jason Robert Burkett
HEATHER AMANDA CLARK
Amy Byrnes Snyder
TIMOTHY BLAKE GABRIELE
Brendan Whiteman
MATTHEW JOSEPH FELTEN
RICHARD LEE HARSHMAN
CHRISTOPHER RYAN BLANK
SY JACKSON FARRIS
KRYSTAL LYNN STAIR
PATSY ANNE STULLENBARGER
MIRJHANA ALYCE BUCK
MOLLY SHAY BEEMAN
LARRY DEMAR BOGGS
DAVID WILLIAM TURNBULL
JOHN CHARLES PERSONS
CHRISTOPHER TODD MATHEWS
Shannon Marie Seaders
CHARLES CRAWFORD SHIMER
CHRISTINA CRITES
BRAD MATTHEW HINDMAN
BRIAN JAMES KELLY
ROBIN RAE FOREMAN
KRISTINA RENEE DUNN
Gregory Alvin MaBee
Adam Scott Mabee
HAROLD ELLSWORTH FIKE
JEFFERY LYNN CONNER
Logan Demyon
BARTH HOWARD FRANKENBERRY
Brandon Paul Combs
PATRICK HUGH CUNNINGHAM
Rodney Wayne Barker
MELISSA ANN MOYERS
JULIE MARIE BAKER

Within 25 miles of Lavale, MD, Best Investors lists 16 registered investment advisory firms with 29 offices nearby, managing about $3.42T in combined regulatory AUM across 270,916 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 Lavale

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 &PARTNERS 535 advisers $30.3B AUM