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Best financial advisors in Patterson, MD

Registered advisers within 25 miles of Patterson, MD.

Offices
961
Firms
329
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,390 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOMBARD ADVISERS INCORPORATED
GREENHOUSE FUNDS LLLP
&WEALTH PARTNERS
RESOLVE GROWTH PARTNERS MANAGEMENT CO., LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE INVESTMENT MANAGEMENT SECURITIES
ROCK SPRINGS CAPITAL
J.P. MORGAN SECURITIES LLC
JMI MANAGEMENT, L.P.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
ADAMS FUNDS ADVISERS
ADAMS DIVERSIFIED EQUITY FUND, INC.
UBS FINANCIAL SERVICES INC.
D.F. DENT AND COMPANY, INC.
TECHNOMART RGA INC
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Investors

Christopher Wafik Gobrial
CHARLES M JENKINS
HARVEY CLIFFORD BYRD
RAYMOND BALLARD HARRISON
LESLIE MARVIN BOYCE
JAMES L JOHNSON
MARILYN LEJEUNE WATKINS
LYNDSEY Marie MICHELSEN
Arthur Graig Gallo
RICHARD ALAN FOGAL
DON ANDREW PRICE
Joseph Matthew Sutphin
EDWIN MAJOR REYNOLDS
GARY CLEVELAND COLLIER
MICHAEL PRESTON COX
Joseph Carl Sonnier
KENNETH RAYMOND KIRKEBY
DORIE HARRIET FAIN
Natalie Beth Sherman
George Kennedy
Timothy G. Barger
Andrew P. Williams
Samuel Burgunder
Katherine Muscatello
BRYAN PATRICK GATELY
Robin Thomas
Jacob L Biedenback
Ashley Owens
Jack Lawrence Blum
Benjamin Paul Yannuzzi
James Richardson Burris
Scott D. Canuel
Tawanna Browne Smith
Jesse L Masear
Timothy Brian Hartnett
Elizabeth G. Lenrow
THOMAS MARTIN BLACK
Madisyn Howard
Douglas M. Holthaus
Joseph M. O'Rourke
VAN BUREN DAVIS
REGINALD BOATENG
Alyssa Gorny
Walter Ruben Ortiz
Clifford Ian Andersson
JESSE CARLOS LEBLANC
TYLER R HANS
LAURA C VAN WAGENBERG
Terrence Gerard Davis
Elizabeth Merrick Phelan
Frank James Carbone
Edward N Van Houten Dello Russo
Leilani Moten
Jonathan D Rogers
JOSEPH D JONES
Bradley R Knapp
KRISTEN MARIE BENNER
Chadwick B Chilcot
PHILIP W THOMAS
ROBERT DOMINIC DECLEMENT
Melanie M Samoska
Eric S Stevens
Avraham Asher Frand
Kyle John Ogden
SEAN MICHAEL MONACO
Zakiyyah Muhammad
Kelly Christine Lewis
Holden Maccrimmon Marshall
Nicholas Moon
Howard David Schwartz
Michael R Stein
CRAIG NORWOOD SCHELLE
AARON WALTER MEISNER
James M Orders
ANNE LOUISE GRANT
KRISTEN VARGAY
JOHN M WALKER
ALEXANDER MAIRONE
Brett James Baldwin
RICHARD KITULI MUTUA
MICHAEL FAGAN
Jackson H Clements
DANIEL FREDERICK GOETTEL
Richard W Hans
SURBHI MATHUR SATSANGI
KARL Michael WEBER
MICHAEL ROBERT HOFF
Bernard Barry Salzman
JOSHUA MENDEL MAUER
David Gonzalez
JAMES BARTLEY GIBSON
RYAN LEE SBORAY
KYLE C HARRIS
Alexander Richard Johnson
JOHN JOSEPH WASILEWSKI
STEVEN EDWARD ROBINSON
JAMES FRANCIS CANNON
CHRISTOPHER KELLEY HICKS
KEVIN E WESNER
RICHARD DALE HORN
SHERRY OUTEN
BENJAMIN WELLS
HUMBERTO DE LUIGI
Alexandra Sitton Jamieson
Alena Valeriyevna Baranova
SUSAN CLARE SEIFERT
SEAN TIMOTHY HAGERTY
CHARLES JAMES KABEISEMAN
CHRISTOPHER JOHN CONNOLLY
JOHN G ECKENRODE
ALEXANDER ROSS LEVIN
PJ PEARLSTONE
LINDSEY M ARNOLD
JIA JIA ZHU
GERARD GEORGE CASWELL
MICHAEL THOMAS HENAULT
Kayla Kastner
WILLIAM PATRICK MURPHY
EJNER J JOHNSON JR.
Roger Alan Feldman
NICOLE KALINOSKY
MATTHEW FORBES DENT
MICHAEL NORRIS MORRILL
Noelle Evans Savage
CHRISTINA LEE WALTERS
H. JOSEPH E. PARNES
BRIAN THOMAS LUTZ
Christina Pascoe
Shreya Tiwari
JONATHAN CHRISTOPHER WANG
MARK ANTHONY GRUNDER
CHRISTOPHER John KOLAKOWSKI

Within 25 miles of Patterson, MD, Best Investors lists 329 registered investment advisory firms with 961 offices nearby, managing about $19.1T in combined regulatory AUM across 3,119,390 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 Patterson

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM