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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

TRUIST ADVISORY SERVICES, INC.
GOOD LIFE ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
GREAT VALLEY ADVISOR GROUP, LLC
GMK CAPITAL LLC
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
TRUFFLE VENTURES ADVISORS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
JPL ASSET MANAGEMENT AND PLANNING, LLC
CHESAPEAKE CAPITAL MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
NJM VENCAP LLC
RIVER FAMILY ADVISORS LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

David Paul Dively
ERIC DANIEL JANVIER
KALYAN GEORGE RAMAN
RYAN JONATHAN DAVIS
MATTHEW JOHN RILEY
Denise Lynne Devine
Christopher Steven Fantano
VINCENT CARMEN CROGNALE
WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke
SCOTT BECKER
Andrew Rosenbaum
CHARLES CARPENTER WHITE
Zachary Thomas Simendinger
Preston James Knotts
HARDIK B SHAH
CHARLES NEIL STALTER
JOSHUA MICHAEL SHAVER
KETUL MODY
ANDREW MICHAEL BAKER
BRYAN CHARLES RADCLIFF
NICHOLAS VALI
TYLER PHILLIP MALEK
JOSEPH R IUDICA
MICHAEL CHARLES DURSTEIN
James William Baker
Gregory Michael Cella
Paul Francis Morrison
Eric Joseph O'Neill
Allison Marie Oberembt
Matthew George Evans
Stephen Christopher Devlin
Bryan Radacosky-Pentoney
Brayden Paul Patterson
Thomas McGrail
Brody Scott
Seth Wohner
Jacob Halem
Timothy Christopher Fox
Ravi R Polu
PETER MARTIN BRADSHAW
JACOB KEVEN YATES
Nicole Peluso
Julian Heenan
Alexandra M DelCollo
Kevin Russo
Brandon James Miller
Max William Coughenour
Remo Anthony Orsini
Harold Bernard Hines
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
CHRISTOPHER LEE BOVE
THOMAS MARTIN LAROCCA
MARC ALAN HANSEN
JOHN HILMER
H PAUL FRIEDMAN
JAKOB DOMINIC KELLY
RANDY HOWARD PACKETT
Cherisse Reumont
JOAN LEE SHARP
LAURA M DAY
Jill Confer
BRIAN DENIS ROGERS
Kristopher John Sweringen
KATHY JEANNE BAUERS
JAMES DARREN DEMARS
LAUREN KAY COOPER
JOHN ALEXANDER STINER
Nicholas Kayatta
Nicole E Brown
Christopher Thomas Clarke
ROBERT WILLIAM ALLEN
Christopher John Malmstrom
Sofia Emma Portante

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