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Best financial advisors in Montpelier, MD

Registered advisers within 25 miles of Montpelier, MD.

Offices
1,932
Firms
793
Combined AUM
$23.7T
Firm-wide filings, not assets booked only here
Clients
4.00M
3,997,414 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
PIEDMONT FINANCIAL CONSULTING
CORECAP ADVISORS
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FORESIGHT FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARROW INVESTMENT ADVISORS, LLC
GORSKI CAPITAL, LLC
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
PFS INVESTMENTS INC.

Investors

ALDRIC Y JOHNSON
Christopher Ragsdale
Scott M Butler
JEFFREY HARRY KLAUENBERG
PHYLLIS AFRIYIE
SULIEMAN E NURIDEEN
ISHIOMA IKUKAIWE EKANEM
Joseph Abiodun Apanisile
ANDRE MUHAMMAD
Chima Bertram Uzobuihe
DAVID NELSON MCMILLAN
LINLY KENROL RAMLAL
Heather Lynn Ramlal
SCOTT ALBERT GREBENSTEIN
Sarah Bond Mathews
LAUREN ANNE VILLARREAL
NIKITA LODHA
IAN JASON SEEBACHAN
CHARLES FREDERICK SMITH
DENISE GAIL ADAH
ESTHER AHIAGBEDE SMITH
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
SCOTT CHRISTOPHER COVINGTON
ROBERT CALMER NEWLAND
REGINALD BARRINGTON LLOYD

Within 25 miles of Montpelier, MD, Best Investors lists 793 registered investment advisory firms with 1,932 offices nearby, managing about $23.7T in combined regulatory AUM across 3,997,414 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 Montpelier

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