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Best financial advisors in Lutherville, MD

Registered advisers within 25 miles of Lutherville, MD.

Offices
820
Firms
286
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,283,702 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

CBIZ INVESTMENT ADVISORY SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
CAPTRUST
FIRST COMMAND ADVISORY SERVICES
CHESAPEAKE CAPITAL MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MUNICAP INC.
VERUS CAPITAL PARTNERS, LLC
CSENGE ADVISORY GROUP, LLC
PNC WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

DEREK MICHAEL OTREMBA
PATRICIA MARIE CAGE
TONY ERLVIN SMITH
RYAN MARTIN KING
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
Cherisse Reumont
JAKOB DOMINIC KELLY
RANDY HOWARD PACKETT
Milton R Dodge
Matthew Francis Beard
JEFF ALAN NELSON
KEENAN SHANE RICE
JACKIE L ABRAHAM
KELLY CHRISTINE EFFLAND
Erfan Abral
Jacob Astalos
CHRISTOPHER WILLIAM OXENHAM
Connor Tabeling Flach
LEE VINCENT DEMMA
Harold Bernard Hines
Ethan Lazarus
NORMAN DOUGLAS HOSTETLER
Seythe Leffall-McCoy
Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
Daniel Brian Smith

Within 25 miles of Lutherville, MD, Best Investors lists 286 registered investment advisory firms with 820 offices nearby, managing about $19.3T in combined regulatory AUM across 3,283,702 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 Lutherville

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM