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Best financial advisors in Middletown, MD

Registered advisers within 25 miles of Middletown, MD.

Offices
227
Firms
81
Combined AUM
$9.94T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,629,586 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONESEVEN
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MONEY CONCEPTS CAPITAL CORP
PNC WEALTH MANAGEMENT LLC
EMPIRIKAL PARTNERS LLC
CATHARINE FAIRLEY PLANNING GROUP LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Bradley Lawrence Myers
Allison Myers
David Michael Baker
Eric Van Pfoutz
Richard Shawn Nisson
JOHN RANDOLPH PULLARO
KELLY I. BATEY
Tyler Drew Hornbecker
Heidi Reif-Jones
DANIELLE NICHOLE LEONARD
Patrick Kavanaugh
David Y Chang
KATHY EICHELBERGER SCHULTZE
STEPHEN K WALDYCH
CHRISTOPHER PAUL HOFMEISTER
Kevin R Moore
TIMOTHY J MOORE
John Patrick Stakem
Timothy Charles Kovalchick
HENRY ROSS WIXON
BRUCE E JOHNSON
John Norberg
Patricia Lynn Davies
Dario Augustine Cavazos
Brianna Lorelle Ryland
Madison Lilly
Jackson Robert Paulishak
CATHARINE V FAIRLEY
SCOTT ANDREW MCCASKILL
Sean Wade

Within 25 miles of Middletown, MD, Best Investors lists 81 registered investment advisory firms with 227 offices nearby, managing about $9.94T in combined regulatory AUM across 2,629,586 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 Middletown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM