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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
CADENCE PLANNING, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
FINANCIAL ADVISORY SERVICES, LLC
SCOTT FINANCIAL RESOURCES LLC

Investors

SCOTT EDMUND FERGUSON
JASON SCOTT NICHOLS
MARISA ANN BOYLE
JOEL ALBERT
Christian Edwards-Saliu
Matthew Peter Lincoln
Patrick Kavanaugh
David Y Chang
COURTNEY MICHELLE ABRECHT
DANIELLE NICHOLE LEONARD
SARAH ASHLYN CLARK
John Patrick Stakem
GEMMA MARIE BOYCE
ELLEN ELIZABETH BOYCE
Michael Joseph Lindsey
Elizabeth S Johnides
Luke Tyler Austin
Cynthia Ann Fremont
Cindy McClintic
Eric Walker
VINCENT PASQUALE CERCEO
ANDREW DAVID RIGGLE
TYSON ANDREW NOEL
BRENT F CLABAUGH
ROBERT MILLER
JACOB ALAN LAWRENCE
Andrew Riggle
Jamie Lee Mladenoff
DEVON VIRGINIA ELLIS
Marcello Vincenzo Difrancesco
David Baitel
Martin Krist
Alexander Knapp
TIMOTHY JOSEPH CERNY
Michael Lentz
Brenna Leigh Baim
SEAN CHRISTOPHER HUSTON
Travis Michael Scott

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