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Best financial advisors in Oakland, MD

Registered advisers within 25 miles of Oakland, MD.

Offices
10
Firms
6
Combined AUM
$2.84T
Firm-wide filings, not assets booked only here
Clients
387K
387,228 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

FRANK ROSARIO FATO
John Andrew Rose
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
EDWARD RAY LYTLE
DAVID JASON UPOLE
JULIA MARIE HERSHMAN
Ward Baxter Ries
Tarrell Leigh Ries
JEFFREY ALLEN BENNETT
Timothy Gary Long
Braydon Lofstead
Liam McCall
Alexandra Fox

Within 25 miles of Oakland, MD, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $2.84T in combined regulatory AUM across 387,228 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 Oakland

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM