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Best financial advisors in Morningside, MD

Registered advisers within 25 miles of Morningside, MD.

Offices
1,766
Firms
740
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.91M
3,906,004 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAPTRUST
INSTITUTIONAL SHAREHOLDER SERVICES INC.
MORGAN STANLEY
GALLAGHER FIDUCIARY ADVISORS, LLC
GLASS JACOBSON WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
TLG ADVISORS, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC.
CERITY PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALEXANDER RANDOLPH ADVISORY INC

Investors

JOANNA RENE ST. CLAIR
STEPHEN MICHAEL METZGER
SARAH HELENA KOSMERL
Alec Cronin
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
JESSICA LYNNE BRADY
DOUGLAS WAYNE ULRICH
RICHARD F VERT
RYAN JONATHAN BOWMAN
VICTORIA J FREDERICKS
ERIN ELIZABETH MCMILLIAN
JOSEPH P GRIFFIN
KRISTIN ANDERSON ALEXANDER
Ariel G Christopher
Victor Joseph Fox
MAURICIO MALDONADO
Wesley Stansel
Jared Andrew Vance
Justin M Feldman
MICHAEL LINUS KLITSCH
SUSAN GRAHAM HARRINGTON
JAMES LARRY HENSON
STUART SANDER FISHBEIN
ANDREW JOHN LEIMENSTOLL
KEVIN ERIC FISHKIND
DANIEL J TWOMEY
LUIS A ALFONSO
Evan Tanner Wilson
Rutin S Crisp
Connor G Harrington
John A Vert
Jonathan Thomas Greaney
Ethan K Cross
MICHELLE L STITELY
MARC ELLIOTT FELDMAN
JEFFREY AARON KAUFMAN
DEBRA KAY RUSSELL
ANDREW FREEDENBERG
JOSEPH W PURVIS
JOHN PATRICK KELLY
LYSSA GAIL TAVEL
Makayla R Greene
Mercy Mbingu Wambari
RICHARD G. GOLOD
Michael Hill
SUSAN LOUISE FONSECA
CARL W. VAIL
BARTON JOSEPH KERSHNER
Michele Kocak
KENDALL BRUNS
Joseph McCarthy
Marquita Dzampe Hawkins
John William Olson
Mitchell Maurice Disler
THOMAS JOHN LYDON
SEAN PATRICK LYDON
THOMAS JOHN LYDON
ANTHONY STEVEN IVENER
Kerby Russell Baden
JAMES MICHAEL GAMBACCINI
Sean M Tyll
NATHAN HENRY GERTLER
JONATHAN DEAN COX
Justin Michael Souder
Alex J D'Attilio
Michael Peter Wakeham
JONATHAN NEIL BROWNING
DONALD LOUIS UNGER
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH
MICHAEL ALAN NESS
JON P YANKEE
Kelly McNerney
ANDREJS PILAJEVS
THOMAS Hightower REGAN
STEFANI N/M/I TUEME
ANN MARIE DUPREE HINDLEY
Samantha Momot Josselyn
ELIZABETH BEAUMONT DAWSON
RYAN THOMAS ALBRECHT
John Miller
Ann Christina Durham
LISA HERTLING ALBRECHT
Jeremy Thomas Marshall
Ben Beriss
REBECCA BRIDEAU HALL
JAMES ALBERT GIUNCHI
KEVIN SCOTT HAYNES
Danny Robles Fuentes
STEVEN THOMAS MARSHALL
GARY WILLIAM SCHLAFFER
MATTHEW DAVID SHRIVER
GEORGE THOMAS INGRAM

Within 25 miles of Morningside, MD, Best Investors lists 740 registered investment advisory firms with 1,766 offices nearby, managing about $21.3T in combined regulatory AUM across 3,906,004 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 Morningside

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM