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Best financial advisors in Libertytown, MD

Registered advisers within 25 miles of Libertytown, MD.

Offices
265
Firms
95
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,782,836 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RED SKY CAPITAL MANAGEMENT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MONOCACY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED ADVISORS NETWORK LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Laura Ann Beall
BRANDON RICHARD CRABB
Jonathan Colin Montgomery Winkert
Justin Byram
Michael Christopher Wali
John A Creegan
CHRISTIE C CRAWFORD
Nirman Vijayamohan
Marco A. Soto
Hunter M Romanoff
Gabriella Teresa Damiano
LAUREN A STORM
TOBY SCOTT KLINE
Timothy Lawrence Miller
Carter Shaffer
DAVID ANDREW FRANK
LEE REUEL KRAMER
LISA DEWING
JEREMIAH COLE THOMPSON
James Christian Peachey
Richard Shawn Nisson
ANDREW GILBERT
MATTHEW TOPPER
Timothy Kueberth
Nicholas J Over
TERRENCE ANDREW TAYLOR
June Heather Burton
William SWINSON Peacock
KAREN A JOHNSON
JEFFREY DAVID HILWIG
Susan Elizabeth Edmiston
Craig Devonte Carozza-Caviness
ERIC CHRISTOPHER MEUSHAW
THOMAS HAYWOOD SARKES
MARK GOTTLIEB HUBER
EDWARD GUION KAIN

Within 25 miles of Libertytown, MD, Best Investors lists 95 registered investment advisory firms with 265 offices nearby, managing about $10.6T in combined regulatory AUM across 1,782,836 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 Libertytown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM