Best Investors Account Sign in

Best financial advisors in New Market, MD

Registered advisers within 25 miles of New Market, MD.

Offices
402
Firms
150
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,809,966 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

RED SKY CAPITAL MANAGEMENT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
MONOCACY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EDWARD JONES
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
INTEGRATED ADVISORS NETWORK LLC
PNC WEALTH MANAGEMENT LLC

Investors

BRANDON RICHARD CRABB
Jonathan Colin Montgomery Winkert
Justin Byram
Michael Christopher Wali
John A Creegan
CHRISTIE C CRAWFORD
Nirman Vijayamohan
Marco A. Soto
TERRENCE ANDREW TAYLOR
June Heather Burton
TOBY SCOTT KLINE
Timothy Lawrence Miller
Carter Shaffer
DAVID ANDREW FRANK
LEE REUEL KRAMER
LISA DEWING
JEREMIAH COLE THOMPSON
James Christian Peachey
Richard Shawn Nisson
Timothy Kueberth
Nicholas J Over
MATTHEW AARON JOHNSON
Hunter M Romanoff
EDWARD GUION KAIN
Paul Andrew Buck
Tina Cheever Buck
TERRY BRYAN GLENDENNING
Pamela N Willison
Dustin Youngstrom
Craig Devonte Carozza-Caviness
LAUREN A STORM
ERIC CHRISTOPHER MEUSHAW
THOMAS HAYWOOD SARKES
MARK GOTTLIEB HUBER
ANDREW GILBERT
MATTHEW TOPPER
Laura Ann Beall
Gabriella Teresa Damiano

Within 25 miles of New Market, MD, Best Investors lists 150 registered investment advisory firms with 402 offices nearby, managing about $13.2T in combined regulatory AUM across 2,809,966 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 New Market

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM