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Best financial advisors in Ocean Pines, MD

Registered advisers within 25 miles of Ocean Pines, MD.

Offices
73
Firms
30
Combined AUM
$8.71T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,371,218 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

BENJAMIN WILLIAM SCHROPP
Dane William Krich
ANTHONY CHRIS CHRIST
Kelly Sloan Brion
Scott Sherman Smith
Jennifer Scott
Jeffrey Dean Carr
Gia Sylvia Raines
ANTHONY WADE MILAM
MARINA TOWNSEND
SUSAN ELIZABETH BAROCH
ROBERT S JETER
Michael Franchino
STEPHEN EARL HILL
Gregory Scott Holman
ERIC WILLIAM JOHNSTON
CAROL DANAE KURTZ
MARK ALAN OUTTEN
JOSHUA PAUL THOMAS
RICHARD NELSON SOLLOWAY
KIMBERLY Jones Benton
JOSEPH DAVID SCHROEN
Regina Esposito Chavez
Corey Boerner
Kelly Elliott
ANDREW RAY SAMMONS
CHRISTOPHER CHARLES THEIS
Charmaine Nytasha Linnea Davis
Randall Eldridge O'Neal

Within 25 miles of Ocean Pines, MD, Best Investors lists 30 registered investment advisory firms with 73 offices nearby, managing about $8.71T in combined regulatory AUM across 1,371,218 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 Ocean Pines

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM