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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRIAN L. YUREK
J. W. COLE ADVISORS, INC.
BLUE CURVE ADVISORY, LLC
HOUSEMAN FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THE KELLY GROUP
RBC CAPITAL MARKETS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TOWN CAPITAL

Investors

Devin Foudos
DAVID MORGAN STAUFFER
Jaimie Kim Corcoran
JAMES ROBERT MELLENDICK
SERVANDO ANDRES LLANIO
CORINNE ELIZABETH GAQUIN
CHRISTOPHER JAMES YANSON
Mark Bittner Liguori
Amanda Jean Lihong Thomas
BRIAN LEE YUREK
MICHAEL VINCENT VALENCIA
JOSEPH ANTHONY STUMBROSKI
THOMAS AUSTIN WEBBERT
Jonathan Trevor Brooks
Kathleen Houseman
Ryan Pellegrino
LOUIS JOSEPH DEFIDELTO
DAVID ANTHONY PELLEGRINO
Brenda Fried
Emily Ann Sutorius
Jacob Peter Adkins
QUINN CHARLES SUTKER
CHARLES ROBERT WOLPOFF
JORDAN LEE HEAPS
THOMAS JOSEPH CUSICK
Lauren Madison
Zachary Michael Smith
Michael Robert Pirolli
Emily C Smith
Isaiah Smith
MICHAEL JOSEPH BERTRAND
RICHARD ALAN FLETCHER
BRYAN ELLIOTT KELLY
CHAD THOMAS ARRINGTON
Candace Alise Clipper
COLIN ANDREW MEEKS
JOHN HOWARD SUTTON
BRYON PATRICK EPPLE
HARRY G STURGIS
DANIEL ALOYSIUS PETRO
MATTHEW ALEXANDER CITRANO
SEAN PATRICK TULLY
Connor Barnes
BRIAN EDWARD KOCH
PAULA FAYE GAY
PAUL JAMES SIEROCINSKI
Russell R Smouse
David J Barnes
JAMES ANTHONY STERLING
JOSEPH EDWARD RIES
HEATHER LYNN JOYNES
JOHN FRASER LOMAX
Mandy Lee Bittner
Ryan Green
David John Harris
DALE RICHARD HARRIS
GEORGE ATHAS
Purvi Patel
Amanda Marie Eimers

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