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Best financial advisors in New Windsor, MD

Registered advisers within 25 miles of New Windsor, MD.

Offices
523
Firms
183
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,754,737 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
VANDERBILT ADVISORY SERVICES
LPL FINANCIAL LLC
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDERS FINANCIAL SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
MAIN STREET ADVISORS, LLC
WORTHY FINANCIAL SERVICES
WEALTH BUILDERS FINANCIAL GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
THE J.O. JOHNSON GROUP INC.
PNC WEALTH MANAGEMENT LLC
WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

Investors

TONY ERLVIN SMITH
RYAN MARTIN KING
BRIAN EDWARD GARDINER
AARON MICHAEL PUCKETT
DAVID ANTHONY HEMLER
PAUL MATTHEW SORENSON
TIMOTHY JAMES BESCHNER
DAMIAN L HALSTAD
Jacob Nathaniel Puckett
Nathan Scott Spangler
Brandon Robert O'Neill
Brandon James Monahan
Jackson M Klingenberg
Patrick Thomas Gilligan
DOUGLAS PAUL VELNOSKEY
KAREN YINGLING SEIPP
COLEEN KRAMER BEAL
CLAUDETTE LOUISE BOUDREAUX
SCOTT DAVID FORD
BRYAN CARNEY
JOSEPH MICHAEL WOLF
TODD EDWARD MITCHELL
DEVIN PAUL VELNOSKEY
ROBERT WARREN ROBERTSON
STEVEN ANTHONY AQUINO
LISA MARIE GORETSAS
EDWARD ALEXANDER MYERS
GREGORY GEORGE WAGNER
BLANE ANTHONY WRIGHT
TROY DOUGLAS PETRY
Benjamin Craig Rogers
Wade Morgan Slatniske
DAVID RICHARD PELOQUIN
JACOB L STURGILL
GREGORY MELVIN RHINES
STEPHEN MICHAEL DEFEO
JASON SCOTT DUVALL
KIMBERLY RENEE GRELLI
Jacob John Boone
CHRISTOPHER LEE YINGLING
JOSEPH ANTHONY JOHNSON
CORY MARTIN LANSINGER
DANIEL ALEXANDER BERNSTEIN
Russell Kristian Jensen
ANDREW MELO
MICHAEL JAMES WELSH

Within 25 miles of New Windsor, MD, Best Investors lists 183 registered investment advisory firms with 523 offices nearby, managing about $16.1T in combined regulatory AUM across 2,754,737 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 Windsor

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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