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Best financial advisors in Neavitt, MD

Registered advisers within 25 miles of Neavitt, MD.

Offices
176
Firms
85
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,712,475 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
SERA CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BALLAST FINANCIAL ADVISORS, LLC
INTEGRITY ADVISORY SOLUTIONS
RCS FINANCIAL PLANNING, LLC
SCARBOROUGH CAPITAL MANAGEMENT
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CHARLES SCHWAB & CO., INC.

Investors

John Rohrs
Brandon M Reichert
GEORGE DRIVER BRAGAW
WILLIAM GROVE STEWART
CYNTHIA LEE BROWN
TARA JEAN ORENDORFF
CRAIG HAMPTON DECKER
Tyler A Sullivan
Mark John Murphy
Garrett Foran
Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI
STEVEN RANDOLPH CLEVELAND
KRISTIN LYNN DUBINSKI
BENJAMIN DAVID SPIKER
Amy Smith
HUGH SOLOMON VALENTINE LESLIE
KAYLA ANNE GIGNAC
COLIN CHESTER MURPHY
CARLOS MANUEL SERA
Carl Edward Sera
ROMAN GABRIEL BALOGH
Joseph Anthony Sera
JOEL ANDREW DOVI
ELAINE MUELLER SHANLEY
WALTER ROBERT WORLEY
KEVIN CLAY WRENN
Laura Theresa Curry
THADDEUS NORMAN TOAL
Amanda N Hopkins Clouser
Mark David Frederick
JOHN VICTOR MURPHY
DAVID ANDREW HALL
RYAN ALEXANDER ANSTED
JONATHAN WALTER SZOSTEK
SHAWN JOSEPH WALKER
Reese Michael Corley
JAMES FREDERICK SPRINKEL
GREGORY SIGISMUND OSTROWSKI
JOSHUA PAUL GOLDSMITH
DAVID ALLEN SIZEMORE
SAMANTHA CHRISTINE HARRIS
Matthew John Zimmerman
DYLAN Patrick SYLVESTER
Robert Joseph Roberts
DAVID ALAN HERMAN
IAN ARROWSMITH
JEFFREY MICHAEL CARDOZO
MARC KIM
TRAVIS DEAN REGIER
MARGARET MORTON JACKSON
FRED JERNIGAN SHERRILL
MICHAEL A NORRIS
Matthew Scott Wallace
THOMAS CHARLES OFARRELL
Colin Joseph Steele
JOAN CAPPIELLO LIVINGSTON
PATRICIA PURNELL BAUM
BRIAN ENGELER LEES
GORDON SCOTT WALLACE
STEVEN SHAW EAGLEY
SEAN MATTHEW O'NEILL
TRISHA SCOTT THOMAS
ANTHONY JOSEPH BONACCI
KYLE FITZGERALD DIXON
STEVEN ALEXANDER RICE
CHRISTOPHER MOORE SWATTA
Heather Noel Lakner
Caroline McKell Crowell
Ryan Thomas Quigg
THOMAS LINWOOD CARTER
MICHELE LYNN MAYO
STEPHANIE LEE LATTA
VICKIE SUE FAULKNER
STEPHEN FREDERICK OWEN
MICHAEL FRANCIS BYRNE
LYNDA ANNE HILLER
DANIEL SEAN PHELAN
KEVIN MICHAEL TURNOCK
JULIA JORSS
KEITH NICHOLAS LANZONI
CHRISTOPHER FRANK SWATTA
THOMAS CHARLES OFARRELL
WALTER MICHAEL CROWELL
Kevin Francis Byrne
ELIZABETH A BAFFORD
Brian David Misterek
ROBERT J JOHNSON
MATTHEW BUTLER
Cornelia Ruth Mallari
Kelli Waclawski
WILLIAM RYAN MILLS

Within 25 miles of Neavitt, MD, Best Investors lists 85 registered investment advisory firms with 176 offices nearby, managing about $13.0T in combined regulatory AUM across 2,712,475 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 Neavitt

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM