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Best financial advisors in North Beach, MD

Registered advisers within 25 miles of North Beach, MD.

Offices
254
Firms
107
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,711,203 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ADVISORY SOLUTIONS
SEVERN FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
SCARBOROUGH CAPITAL MANAGEMENT
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
FIRST COMMAND ADVISORY SERVICES

Investors

Laura Theresa Curry
STEPHEN JAMES
Carly James
William L Gaines
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
GEORGE DRIVER BRAGAW
WILLIAM GROVE STEWART
CYNTHIA LEE BROWN
TARA JEAN ORENDORFF
CRAIG HAMPTON DECKER
Tyler A Sullivan
Mark John Murphy
Garrett Foran
Brian Waters Phipps
STEVEN MARK ROTH
JOHN JOSEPH DILLON
DEBRA MEGEE DILLON
HUGH SOLOMON VALENTINE LESLIE
KAYLA ANNE GIGNAC
COLIN CHESTER MURPHY
John Walter Jilek
Alexander Jurado
ROBERT J JOHNSON
MATTHEW BUTLER
Cornelia Ruth Mallari
Kelli Waclawski
WILLIAM RYAN MILLS
GABRIELLA MADISON MCLEAN
GREGORY MAY
DEIRDRE MUIREANN SHAFEA
ALEXANDER ROBERTS
EVAN William CARTER
NATHAN PERRY HEPWORTH
ANDREW NURMI
QUOCTUAN LUU
MICHELLE SALMON
SARAH TOPPING
DANIEL WITTIG
MEREDITH ALLYSSA HARRISON
TYLER YODER
KEVIN D SMOLE
KATARINA STEIN
TODD H BATTY
DAVID M. POLLACK
STEPHEN PORTER
JUSTIN WHITCOME
DAVID ANDREW HALL
KYLE PHILIP GERMAN
Gretchen Oaksmith Butler
Robert William Hansen
Christopher John David Morris
Matthew Ryan Cade
Arthur Gibb
Jennifer Jo Collin
Michael Glen Becker

Within 25 miles of North Beach, MD, Best Investors lists 107 registered investment advisory firms with 254 offices nearby, managing about $12.7T in combined regulatory AUM across 2,711,203 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 North Beach

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