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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

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
HF ADVISORY GROUP, LLC
CWM, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CORNERSTONE ADVISORY
HARMONY WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Mark David Frederick
JOHN VICTOR MURPHY
VINCENT JEROME PASKO
JASON EDWARD MESSINEO
STEPHEN MAROHL
DOUGLAS DANIEL COE
PAUL DAVID BURNS
GREGORY JAMES KARANZALIS
NICOLE BELANGER
KEVIN M PETERSON
KYLE GRIMM DIXON
MATTHEW JOSEPH O'KEEFE
RAYMOND LEE HOBSON
MARIANNE RECHELLE DURHAM
ANNA MARIE FAGAN
TAMMIE LYNN WILLIAMS
KATHLEEN BELDEN SCHOFF
THOMAS JOHN LEWANDOWSKI
ROBERT CALVERT MORELAND
DANIELLE ANN NEWMAN
MILLARD F HEROLD
Kyle T Spilman
SCOTT DAVID MARTIN
STEPHEN BENJAMIN ROOT
BRIAN J BAUER
BRYAN JOSEPH HENDRICKS
KENNETH M BARKMAN
CHRISTINE M MANTICH
DIANNA JONES
MARY A GANLEY
COLLIN FLEMING
HANAH KAY RUMPLER
KRISTIN M ADAM
STACEY MARIE WILDBERGER
KIMBERLY ANNE BERRY
GREGORY BEALE MILBURN
JONATHAN KIRK JAY
DAVID MICHAEL BUTLER
JAMES IGNATIUS DUNN
SHARON LYNN LENZI
STEPHEN PAUL MINOR
KEVIN PATRICK GILLIGAN
TIMOTHY DANIEL CUSACK
JENNIFER KASPER
Michael William Nolan
MICHAEL ANTHONY CALABRESE
NICHOLAS VOYTON
ERIK DORSEY JOHNSON
CHRISTOPHER Brent OLAND
CHRISTOPHER DANIEL DILLON
JONATHAN MANCY KUTEYI
Olufunke Oyesola
Henry Neal Chalkley
Lance Cale Cox
KENNETH MICHAEL WEEKS
MICHAEL JOSEPH WEEKS
Andrew M Phillips
ANDREW SHAVER
Caroline Grace Hulting
REBECCA CHARLOTTE CRAIG
Crystal Sage Barker
Karen B. Steppler-Krieg

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