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Best financial advisors in Perry Hall, MD

Registered advisers within 25 miles of Perry Hall, MD.

Offices
678
Firms
243
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,110,397 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRIAN L. YUREK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. W. COLE ADVISORS, INC.

Investors

TREY BOOK
MICHAEL PAUL SCHULLER
THOMAS JOHN PALM
THOMAS MURRAY BENISCH
STEPHANIE ZANNINO OWENS
Joshua Ernest
CHRISTOPHER FRANCIS PETRICH
MEGAN HAYNES BRENEMAN
STEFEN T. BLOUNT
Kevin Raymond Balliet
Nikolaos Kostakis
Steven Jay Reed
Salvatore Raphael Rinaudo
BRIAN WILLIAM MCCULLY
PHILIP KEVIN BUCHANAN
DONNA MCMAHAN BUCHANAN
BRIAN LEE YUREK
COLIN ANDREW MEEKS
Nicole Wilson
RYAN P STRASDAUSKAS
TIMOTHY PATRICK STRASDAUSKAS
DAVID Andrew STEWART
Devin Foudos
Emily Ann Sutorius
MICHAEL VINCENT VALENCIA
JOSEPH ANTHONY STUMBROSKI

Within 25 miles of Perry Hall, MD, Best Investors lists 243 registered investment advisory firms with 678 offices nearby, managing about $17.3T in combined regulatory AUM across 3,110,397 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 Perry Hall

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 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