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Best financial advisors in Lex Pk, MD

Registered advisers within 25 miles of Lex Pk, MD.

Offices
25
Firms
11
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
691K
690,908 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Investors

JUSTIN ROBERT EMMERT
WAYNE RONALD SHOEMAKER
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Kody Alec Slayton
Federico Reyna
Christopher Richard Day
Leo David Ritter
John J Carey
Gemma Marie Smith

Within 25 miles of Lex Pk, MD, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $2.78T in combined regulatory AUM across 690,908 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 Lex Pk

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 HORNOR, TOWNSEND & KENT, LLC 496 advisers $9.01B AUM