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Best financial advisors in North East, MD

Registered advisers within 25 miles of North East, MD.

Offices
290
Firms
123
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,728,672 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
FIVE RIVERS FINANCIAL ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Patrick Horan
RAYMOND MICHAEL HEIDEL
BENJAMIN TYLER HUBER
Michael Daniel Forcade
STEPHEN BERKERIDGE
KAREN RENE Burtis
Cameron Jacob Griffin
ALEXANDER Antonius HENNE
JEFFREY NEAL ROGERS
Michael Joseph Stecher
Daniel James Robison
MICHAEL JOSEPH STECHER
REBECCA ASHBRIDGE STECHER
MICHAEL RAYMOND SCHOENLEBER
Tyler James Simonds
Jason Young Lim
BRONWYN LEE-ANN MARTIN
Jared Allen
Colin Jamison Miller
STEPHEN FREDERICK SIMMONS
JOHN JASON BISH
EDWARD ARTHUR CHAPMAN
VAJOAN MARTE
JOSEPH ROBERT GARRITY
SEQUOIA AMANAH EDWARDS
STEVEN HAMILTON KRANZLEY
NICHOLAS RYAN REARDON
MARK ALLEN VERBANAS
AMY LEANNE BROWN KEACH
EDWIN LIBBY DOOLEY
MICHAEL BLUM
Paul L Applegate
Tanner Gene White
Rory Gene White
Alysson Louise Krchnavy

Within 25 miles of North East, MD, Best Investors lists 123 registered investment advisory firms with 290 offices nearby, managing about $14.4T in combined regulatory AUM across 2,728,672 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 East

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM