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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

ELITE INCOME ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STRATEGIC WEALTH PARTNERS, LTD.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
EDWARD JONES
WILLIAMS ASSET MANAGEMENT
VICUS CAPITAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
LYNX INVESTMENT ADVISORY, LLC
ALPHA DNA INVESTMENT MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

NICHOLAS DANIEL INNERBICHLER
Jonathon Louis DeFeo
KONNER KOBIE MUNN
Connor David Chan Wilson
Daniel Warren DiPeso
PRASHANT RAMESH SABAPATHI
MICHAEL JOSEPH BRIEL
LAWRENCE THOMAS SINGER
Kevin M Wenger
Connor Walsh
WILLIAM ARTHUR MORGAN
MATTHEW RICHARD DUNPHY
Scott Christopher Cannon
Edward Israel Bleiberg
Christopher Vielandi
Crystal Rene Roach
IAN WILSON DAVIS
Catherine D McConkey
NATHAN ANGEL FORRISTAL-GARCIA
JULIA ANN CATUARA
Nicole Wilson
RYAN P STRASDAUSKAS
TIMOTHY PATRICK STRASDAUSKAS
John August Paul Dove
Gavin Paul Walter
Brian Scott McKinney
DUNCAN SHAWN MCCALL
GARY STUART WILLIAMS
GEORGE THOMAS WATSON
KARISSA NICOLE GOESSL
Ryan Thomas Henry
Zachary Creed Scott
DENNIS GARY REISHER
CHRIS HOLCOMB
TATYANA MOYSEEVNA BUNICH
ROGER SUDHIR DESAI
Peter Metodiev Pavlov
Roderick John Fertig
PATRICK JOSEPH PERRY
CHARLES GEORGE MENK
Charles Leon Fuller
JOSEPH ROBERT SHAW

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