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Best financial advisors in Monrovia, MD

Registered advisers within 25 miles of Monrovia, MD.

Offices
699
Firms
245
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,196,339 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RED SKY CAPITAL MANAGEMENT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
TUCKER ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRATED ADVISORS NETWORK LLC

Investors

MATTHEW AARON JOHNSON
BRANDON RICHARD CRABB
Jonathan Colin Montgomery Winkert
Justin Byram
Michael Christopher Wali
John A Creegan
CHRISTIE C CRAWFORD
Nirman Vijayamohan
Marco A. Soto
Paul Andrew Buck
Tina Cheever Buck
Moni Chowdhury Engineer
Adama Hawa Diallo
Wenfei Zhou
TERRY BRYAN GLENDENNING
Pamela N Willison
Dustin Youngstrom
GEORGE STEVE MAGAS
ERICA ROSS NOLAN
RANDOLF LAWRENCE SCRITCHFIELD
STEVEN LOUIS CAVAGNARO
CHRISTOPHER H MILLER
TERRENCE ANDREW TAYLOR
June Heather Burton
JUSTIN M RAMSBURG
Nathan S Harris
Matthew Owens
MARC MAGAS
Craig Devonte Carozza-Caviness
PAUL ANDREW HYNES
ERIC CHRISTOPHER MEUSHAW
THOMAS HAYWOOD SARKES
MARK GOTTLIEB HUBER
TOBY SCOTT KLINE

Within 25 miles of Monrovia, MD, Best Investors lists 245 registered investment advisory firms with 699 offices nearby, managing about $15.9T in combined regulatory AUM across 3,196,339 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 Monrovia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM