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Best financial advisors in North Ocean City, MD

Registered advisers within 25 miles of North Ocean City, MD.

Offices
56
Firms
26
Combined AUM
$6.29T
Firm-wide filings, not assets booked only here
Clients
891K
890,535 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BACK BAY FINANCIAL PLANNING & INVESTMENTS
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
GREENWICH FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

CARRIE REGINA DUPUIE
Alexis Roskovich Mumford
Gia Sylvia Raines
Kelly Sloan Brion
Scott Sherman Smith
Jennifer Scott
Jeffrey Dean Carr
ROBERT S JETER
STEPHEN EARL HILL
Michael Franchino
MARINA TOWNSEND
SUSAN ELIZABETH BAROCH
RICHARD NELSON SOLLOWAY
ANTHONY WADE MILAM
JOSEPH DAVID SCHROEN
Regina Esposito Chavez
KIMBERLY Jones Benton
BRUCE WILLIAM KRAMER
ANDREW RAY SAMMONS
CHRISTOPHER CHARLES THEIS
Charmaine Nytasha Linnea Davis
CHARLES IRWIN HALL
Justin E Weible
Christopher Perrin
MATTHEW PHILIP UNGER
Lance Douglas Rogers
Kevin Thompson
Jonathan D Hodges

Within 25 miles of North Ocean City, MD, Best Investors lists 26 registered investment advisory firms with 56 offices nearby, managing about $6.29T in combined regulatory AUM across 890,535 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 Ocean City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM