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Best financial advisors in Little Orleans, MD

Registered advisers within 25 miles of Little Orleans, MD.

Offices
33
Firms
18
Combined AUM
$3.55T
Firm-wide filings, not assets booked only here
Clients
271K
270,970 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Jason Wayne Marshall
Patricia Ann Starliper
CHRISTOPHER MICHAEL KASECAMP
DANIEL JOHN STEVENS
THOMAS ANTHONY CLOSE
Bradley James Close
Garrett Michael Murray
JOHN L SCHRIEVER
DAVID WILLIAM TURNBULL
JOHN CHARLES PERSONS
CHRISTOPHER TODD MATHEWS
JOHN ERIC DELANEY
Joshua Broadwater
Jason Robert Burkett
PATSY ANNE STULLENBARGER
MIRJHANA ALYCE BUCK
MOLLY SHAY BEEMAN
LARRY DEMAR BOGGS
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
ROBIN RAE FOREMAN
KRISTINA RENEE DUNN
CHRISTINA CRITES
BRAD MATTHEW HINDMAN
BRIAN JAMES KELLY
Shannon Marie Seaders
CHARLES CRAWFORD SHIMER
Logan Demyon
HAROLD ELLSWORTH FIKE
JEFFERY LYNN CONNER
Gregory Alvin MaBee
Adam Scott Mabee

Within 25 miles of Little Orleans, MD, Best Investors lists 18 registered investment advisory firms with 33 offices nearby, managing about $3.55T in combined regulatory AUM across 270,970 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 Little Orleans

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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM