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Best financial advisors in Monkton, MD

Registered advisers within 25 miles of Monkton, MD.

Offices
618
Firms
223
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,108,398 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

RASKIN GLOBAL INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOUNDERS FINANCIAL SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SOVEREIGN FINANCIAL SERVICES, LLC
FINANCIAL DIMENSIONS, LLC.
GLOBAL RETIREMENT PARTNERS LLC
NBC SECURITIES, INC.
ASSET STRATEGY CONSULTANTS LLC
MARATHON MICRO PARTNERS, LLC
MARATHON CAPITAL MANAGEMENT
HARVEST INVESTMENT CONSULTANTS LLC
CWM, LLC

Investors

LEONARD P RASKIN
KELLY MICHELLE DUNSTON
Gabriela C Miutescu
Keith Steele Stacy
JOSEPH BRUSAK
GRAHAM TYLER BAUER
Mark Wiley
Terese Marie Hopper
Kevin P Grant
DAVID HAYES MUELA
EDWARD LATTA CAMPBELL
RYAN PATRICK GRAY
LUIS E PADILLA
David Austin Gasper
ANDREW ROBERT LEEDOM
Kevin C Henneman
JONATHAN MOSES PEARLSTEIN
Matthew Boltz
MICHAEL EDWARD SOMMERFIELD
SCOTT CRAIG FALKOWITZ
Joseph Todd Williams
ELIZABETH BRAUN
Grant Nicholas Talbot
Justin Arter
SHAWN PATRICK MILLER
Melissa Jeanne Miller
DAVID JAY SITZER
Michael A. Powers
Lauren H Botti
Amber Linnae O'Neill
Kristen Nicole Thomas
TIMOTHY D LOTT
DAVID TAYLOR PITZ
JOHN R KELLY
Luke Caplan
GAYLE ANNE DILLA
DAVID BEVIER TAYLOR
JOHN FRANCIS MEEHAN
PATRICK TIMOTHY JONES
CLIFFORD MARSHALL ATHEY
Edward George Hart
ANGUS MCPHEE BURTON
LINDA GIBSON HICKEL
MICHAEL JASON MEILY
MARK CHRISTIAN PALLACK
DAVID RUSSELL BAKER
BENJAMIN DAVID LAUBACH
DONNA MARIE ZIDWICK
DAVID JAMES HODNETT
MARK JACOB RING
WILLIAM DANIEL MORRISON
Matthew Leo Rodgville

Within 25 miles of Monkton, MD, Best Investors lists 223 registered investment advisory firms with 618 offices nearby, managing about $17.2T in combined regulatory AUM across 3,108,398 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 Monkton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM