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Best financial advisors in Marriottsville, MD

Registered advisers within 25 miles of Marriottsville, MD.

Offices
1,070
Firms
357
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,233,050 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OXFORD PLANNING GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
QUESTMARK MANAGEMENT COMPANY, LLC
MONTGOMERY FINANCIAL
LEXAURUM ADVISORS
LPL ENTERPRISE, LLC
MARKS WEALTH MANAGEMENT
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

S. PAULINA LEE NEMEC
ARNOLD THEODORE ABEL
Teresa R Powell
Jacob Canfield
BRIAN JOSEPH WOODS
DANIEL WOODWARD MULES
CHRISTIN ALLISON SHIFFLETT
JAMES FRANKLIN ADAIR
PATRICK C GIBBONS
Namita Kathuria
DANA BRAYSHAW
Brendan Lawrence Winkler
JOSEPH NICHOLAS GEIER
GREGORY A PALACOROLLA
PAMELA JOANN NEHEMIA
SHAUN EDDY
PATRICIA V. EDDY
Kirsten Elizabeth Calambro
GAVIN RICHARD GOMSAK
YONG J LEE
Rodney Sams
EDWARD JAY LOFTICE
LINDA LOUISE STAPF
ZACHARY S NERENBERG
DANIEL JAY MILLER
Finnian P Devine
CATHERINE CAVALIER JACKSON
CHARLES MARKS
Finn Michael Drew
Richard Gloekler
PATRIC Tracey BARNHART
Renee Russell
Nicholas Kane Cascarino
Suzanne Marie Bradshaw
MEGAN ELIZABETH HENDRICKSEN

Within 25 miles of Marriottsville, MD, Best Investors lists 357 registered investment advisory firms with 1,070 offices nearby, managing about $19.8T in combined regulatory AUM across 3,233,050 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 Marriottsville

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