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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

SERA CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BALLAST FINANCIAL ADVISORS, LLC
INTEGRITY ADVISORY SOLUTIONS
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CWM, LLC
BRIGHTPATH WEALTH ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TOWN CAPITAL
CHAMPION FINANCIAL PLANNING GROUP, LLC

Investors

CARLOS MANUEL SERA
Carl Edward Sera
ROMAN GABRIEL BALOGH
Joseph Anthony Sera
JOEL ANDREW DOVI
ELAINE MUELLER SHANLEY
WALTER ROBERT WORLEY
KEVIN CLAY WRENN
Laura Theresa Curry
Penny Mayhew Smith
BROOKE ALLISON SMITH
ANTHONY CHARLES JOHNSON
WILLIAM DAVID COMPERE
ALEX DIGIROLAMO
THOMAS EDWARD DIGIROLAMO
ALIAN SCARLETT
LINNETTE DAWN QUICK
PATRICK C ROSKO
ADINA MARIE LAVOIE
KATRINA HILLIARD HAWKINS
MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND
Bryce Harrison
Michael Hax Clayton
Bryan Angelilli
ANNA MARIE FAGAN
ALLISON J BROWN
NIKITA LODHA
IAN JASON SEEBACHAN
CHARLES FREDERICK SMITH
ERIC JAMES PALOMO
DAVID WILLIAM MATESKI
RONALD THOMAS TYDINGS
BRYAN TIGER
YANG YANG
MARY ANNE RONK
RICHARD JOSEPH FELIZ
ALEXANDER Antonius HENNE
John Rohrs
Brandon M Reichert
Amanda Marie Eimers
Ryan Eric Townsley
DAVID ALLEN BALLARD

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