Best Investors Account Sign in

Best financial advisors in Marion Station, MD

Registered advisers within 25 miles of Marion Station, MD.

Offices
19
Firms
11
Combined AUM
$2.48T
Firm-wide filings, not assets booked only here
Clients
319K
319,476 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
OPPENHEIMER & CO. INC.
LPL FINANCIAL LLC
FINANCIAL SOLUTIONS
PNC WEALTH MANAGEMENT LLC
TLG ADVISORS, INC.
EDWARD JONES
WEALTHSPIRE ADVISORS
WEALTHSPIRE RETIREMENT ADVISORY
CETERA INVESTMENT ADVISERS LLC

Investors

JEFFREY WILLARD MARSHALL
KAREN JILL HALL
MARY E MCKENNA
BRIAN DAVID EAST
JOHN WHITBY FIEGE
GLEN ADAIR TYLER
JEREMY CHRISTOPHER MEYER
JERIENE REED
William Robert Staples
Jessica Ann Eisemann
Deena Kenney Mills
KIMBERLY SARAH MAGAHA
LUKE STEVEN SMITH
GARY PAUL DESJARDINS
Trent W Hofmeister
Jude Christopher Cypher
Durene Lenis Wilhelmi
Sarah L Edwards
Samantha Chesley
Dylan S Thompson
Allyson Christensen Wade
OSBORNE DAHLGREN CHRISTENSEN
MARK LINWOOD GRANGER
THOMAS ALAN PRUNTY
DANIEL LINWOOD LIVINGSTON
Michael Warren Magee
KYLE EDWARD LIVINGSTON
DAVID OWEN LIVINGSTON
Scott Alexander Wight

Within 25 miles of Marion Station, MD, Best Investors lists 11 registered investment advisory firms with 19 offices nearby, managing about $2.48T in combined regulatory AUM across 319,476 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 Marion Station

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 WEALTHSPIRE RETIREMENT ADVISORY 146 advisers $38.6B AUM 6 OPPENHEIMER & CO. INC. 1,191 advisers $36.7B AUM 7 WEALTHSPIRE ADVISORS 400 clients · 245 advisers $34.3B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM