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Best financial advisors in National Harbor, MD

Registered advisers within 25 miles of National Harbor, MD.

Offices
1,705
Firms
723
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,431 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
ON INVESTMENT MANAGEMENT CO
EDELMAN FINANCIAL ENGINES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CREATIVE PLANNING
GLASSMAN WEALTH SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

KEVIN QUAY WILLIAMS
GEORGE ENONE ENONE
ALLEN RANDOLPH BRUCE
DAVID JON HEINEMANN
JENNIFER GALT SEVIER
PETER JAMES ROSENFELDER
Joanne Jaeger
WILLIAM H KIM
TANZIMA ASHRAFI
KAREN MAN TSANG
CURTIS LEE SUMPTER
MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
Jonathan Winston
ANNA ANGHAM BEHNAM
MICHELLE RENEE OWENS
IRENE TATA
Tigh Eisenberg-Rayburn
DEANNA CAROLE TOMASETTI
MARIA GEORGEANNE CORNELIUS
Jennifer C. MacLennan
Pranali Pai Fortini
FREDERICK JOSEPH CORNELIUS
TODD DANIEL GROWNEY
Brian SCOTT Ewers
STACEE BAIN CRITTENDEN
SYED ABDUL RUMIN
Matthew EVERETT Bosley
Craig ARGENT Dell
DIEGO J DOMINGUEZ
Grant Patrick Furnary
Carson Knight
Tammy Pan
Paul Tronilo
Miguel Enrique Dominguez Jimenez
James M Lobocchiaro
Kyle Aidan Dry
Lorenzo Harrison
John F Seitz
TIMOTHY JAMES CALABRESE
STEVEN LVOVSKY
Matthew M Griggs
DAWN DURBIN
TERRENCE JUDGE
EVAN R WINIK
DANIEL JOHN EASTEP
NICHOLAS BOHN
ANDREA REIMERT FRANKLIN
LISA M KOLBASOWSKI
MARK KRAMER
CRISTIAN FERNANDO SIERRA
SUPRIYO BOSE
EDWIN BERMUDEZ
CHERYL A BLAIR
Robert Carrozza
TANMIKA N HYSMITH
MICHAEL J PADILLA
Reed Caffey Eliff
Kimberly Kirk
JAMEEL SHAKIR ADDISON
BRIAN CORNELIUS ELIFF
TIMOTHY John BISHOFF
Natasha S McDonald
CASEY RUSSEL CHEEK
Megan C Hocker
Alexander John Freed
Bo H Zhang
Joan F Giacomini
Marlena DeSantis Lameo
Yomaris A Pichardo Gonzalez
Robert Ni
Frank Anthony Alexander
Eli Pridonoff
Dylan Isaac Branson
Sheldon R Foreman
Daniel Alejandro Gomes
Eisley Kim
Margaret Knight
Eyasu Theodros
JOHN HAROLD AXLEY
JEFFREY ALLEN ADAMS
KEVIN JOSPEH ROWE
RICHARD CARL GERBER
SCOTT MATTHEW MCGRAW
PATRICK MICHAEL LIVELY
MATT SOLOMON
Robert E Dunn
MICHAEL WILLIAMS
BRIAN W SHARP
CORY GRANT
ADAM BAND
JENNIFER MARIE CARTAGENA
JEFFREY RYAN BYRNES
Samuel H Strasser
Jacob Charles Keller
Natnael Bekele
BRIANA TILLMAN
Jonas De Bem
Edlin Figueroa
Alvand A Fakhari
SCOTT HARLAN HOLLANDER
LIONEL MORTIMER IVES
JOHN PATRICK MCLAUGHLIN
TERESA ANN PERRYMAN
Marshall Alexander Kayda
ERNESTO M MARQUES
Benjamin Haenning
Erick E Quiroz
Daniela Alejandra Amar
Brandon Michael Williamson
Taryn C Marshall
John J Stokes
David DeChiara Levitt
Maxwell Rader Elsasser
Matthew Conley McNally
WAHEED ANZAR SIDDIQUI
Jennifer Stewart
GEOFFREY JAY FINKEL
JOHN O NAUSS
JOSEPH WILLIAM SLADEK
Nicholas Balmer
FRANK PAUL BARTOLINI
JAHLEEL KAYANN GORDON

Within 25 miles of National Harbor, MD, Best Investors lists 723 registered investment advisory firms with 1,705 offices nearby, managing about $21.3T in combined regulatory AUM across 3,904,431 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 National Harbor

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