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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

GIRARD ADVISORY SERVICES, LLC
FINANCIAL CONSULATE
SNYDER ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
GLOBAL RETIREMENT PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRIT CAPITAL PARTNERS
PASSIVE CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT ACCESS PARTNERS, LLC
VERDENCE CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

John Linsenmeyer
Jackson Alexander Courtney
Leo Anthony Lavezza
ROGER IRVIN BAIR
CHRISTOPHER JOHN O'SHEA
GRAHAM PIERCE EWING
Madison Madeleine Bennett
Justin Kent Linthicum
CHARLES B BENDER
MICHAEL PATRICK MCCARTHY
Alec Christopher Sunners
ANDREW VINCENT TIGNANELLI
PHILIP BENJAMIN SNYDER
NICHOLAS CHARLES EY
JAMES MS FRANKLIN
CHARLES GEORGE BRESCHI
CRAIG WHALEN ULEP
RICHARD HANSFORD DIX
Beau Horning
DREW GRESS
Steven Cody Smith
JONATHAN ENNIS FARBER
Daniel Zanti Strine
DAVID ANDREW TROSSMAN
JEFFREY CARR FOUNTAIN
Melaney Michelle Fingles
Isaiah Raymond Byrd-Braxton
JOHN DAVID STEIN
Andrew Joseph Goudeaux
TODD KILTY GAVELEK
MICHAEL GERARD PETERS
Michael Kilduff
Brandon A. Hepburn
MEGAN MARIE FOARD
KERRY Jane AHERN
JASON MICHAEL EDELSON
KEVIN MICHAEL CUFF
MATTHEW DAVID PIETZAK
MATTHEW A ANDRULOT
AYAZ HASAN
Abraham Martin Miller
Leo J Kelly
Jeffrey S Simet
Carol Lynn Hopkins
KELLY ROBERT WRIGHT
MATTHEW SANDERSON MOORE
CHARLES STEPHEN HOLT
MEG Patricia SHEIL-PUOPOLO
BRIAN JOHN GRUMBACH
LEO JOSEPH KELLY
ROBERT JOHN SCHMITT
Taylor Lynn O'Hara Guglielmo
Lucas Roland Belanger
Noel Michael LaMontagne
Jonathan Saklad
Matthew James Moore
DWIGHT LATHAM DAVENPORT
STEPHEN LLOYD THACKER
PETER EDWARD MCGRATTY
RICHARD MANUEL ROSA
BRIAN MATTHEW SABO
JOHN DAVID MORGAN
Andrew Garrison Wright
STEPHEN FRANCIS JACOBSON
JOHN RAYMOND PICCIRILLI
Sarah Mouser
NANCY ELIZABETH MCCOLGAN
Justin William Allen
COLIN MICHAEL RAFFERTY
BRYAN DANIEL DALESANDRO
DONTE LAMONT MAITH
RITA RENEE RUSSELL
ETHAN DAVID SCHUCHMAN
Janis Jean Hofsass
RONALD THEODORE MURPHY
RANDOLPH BYRD DUVAL ROULETTE
JEFFREY SCOTT COHEN
NICHOLAS MEINERT
SARAH ROCKWELL TELLJOHANN
LARRY DAVID HOLMES
PETER A GEORGELAKOS
BENJAMIN JOSEPH PETRILLI
BERNARD RICHARDS
JOHN JOSEPH CAHILL
GIBBS P PRESTON
KIRBY CLIFFORD SMITH
JOSEPH MARK JURAS
JEFFREY REES HARRIS

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