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Best financial advisors in Owings, MD

Registered advisers within 25 miles of Owings, MD.

Offices
332
Firms
153
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,428 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CALVERT WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

Ryan David Payne
Stephen Coffey
Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Michael F Yankanich
ANDREW SHOPE
Thomas R Riffe
Robert Allen Riffe
KAULA KEANNA JACKS
Kody Alec Slayton
Scott Alford
TOBIN JOHN MERGENTHALER
Christopher Richard Day
Leo David Ritter
John J Carey
Gemma Marie Smith
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Federico Reyna
Paul Edward Schiavone
WAYNE RONALD SHOEMAKER
JUSTIN ROBERT EMMERT
MICHAEL DENNIS PAXSON
Casey Christine Styer
Elizabeth E Rockenbaugh
MICHAEL TODD RUFTY

Within 25 miles of Owings, MD, Best Investors lists 153 registered investment advisory firms with 332 offices nearby, managing about $15.1T in combined regulatory AUM across 3,109,428 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 Owings

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM