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Best financial advisors in Naval Academy, MD

Registered advisers within 25 miles of Naval Academy, MD.

Offices
463
Firms
185
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,151 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARLINSPIKE PARTNERS LLC
DAUNTLESS ADVISORY, LLC
ACCORDANT ADVISORY GROUP, INC.
THE ELLERSON GROUP INC
WESTBOURNE INVESTMENT ADVISORS INC.
MORGAN STANLEY
MOORS & CABOT, INC.
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
EAGLE STRATEGIES LLC
FIRST COMMAND ADVISORY SERVICES
LPL FINANCIAL LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK

Investors

JOHN JOSEPH DILLON
DEBRA MEGEE DILLON
Scott Edward Robinson
Kenneth Bryan Hockycko
Roy Nelson Emanuel
Jonathan Gregory McMahon
Samuel Edward McKee
DAVID RITCHIE MCKEE
DAVID EDWARD SHEIMAN
JAMES PATTESON ELLERSON
ANTHONY STUART CLARK
JONATHAN S. LEVIN
BRUCE STEVEN KROMMINGA
SCOT EDWARD LABIN
JOSEPH CHRISTOPHER WILKINSON
DAVID HAMMOND CUNNINGHAM
CHARLES EDWARD KRICK
MOLLEDA LACH KOY
CHRISTOPHER PAUL ACCINELLI
Aladin M Bacolodan
PETER CHRISTOPHER BOYLE
Ashley L Roy
STACEY LAURA ALVIANI
THOMAS B HUTCHESON
JOHN MUELBE SIGLER
MICHAEL LAWRENCE SCHENK
JOHN A WIRTH
FRANK RAY LINK
DERRICK TEMON JACKSON
KRISTIN GILLIS LONG
JONATHAN WORTHINGTON STEELE
YVONNE ANNETTE LIVELY
CAITLIN RHIANNA JOHNSTON
Nickolas Chrysostomos Diamondidis
Taylan Young
Brandon M Kerrigan
THOMAS COLLINS ERVIN
KEITH MANNING HENDRICK
MARJORIE SUE INDEN
CARLOS B. WILDER
JAMES MOORHEAD VERMILYE
DANIEL ROBERT SNYDER
LISA MARIE KITTNER
JEFFREY R MCKEE
THOMAS D PETTY
CAITLIN NORA CARTER
CHAD WILLIAM HOUSER
Carrie G Guy
JAMES ROBERT SNYDER
ROBERT DESHIELDS PETTY
CLARENCE ARTHUR MURRAY
CHRISTOPHER ALLEN BOYLE
Mave J Wellington
PAUL LAWRENCE FOWLER
GEORGE KELBY GELSTON
JOSEPH W CREMEN
TIMOTHY MATTHEW LIBBY
ADAM PAUL CANEVAZZI
EVAN BRADLEY FISHMAN
KYLE PHILIP GERMAN
Gretchen Oaksmith Butler
Robert William Hansen
Christopher John David Morris
Matthew Ryan Cade
Arthur Gibb
Jennifer Jo Collin
Michael Glen Becker
Pratik Kirtikumar Bhavsar
John Walter Jilek
Alexander Jurado
Brian Waters Phipps
STEVEN MARK ROTH

Within 25 miles of Naval Academy, MD, Best Investors lists 185 registered investment advisory firms with 463 offices nearby, managing about $14.9T in combined regulatory AUM across 3,051,151 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 Naval Academy

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM