Best financial advisors in Perry Point, MD

Registered advisers within 25 miles of Perry Point, MD.

Offices

172

Firms

58

Combined AUM

$8.10T

Firm-wide filings, not assets booked only here

Clients

1.35M

1,347,286 clients when Item 5C has a number

Avg / client

$6.01M

Combined AUM ÷ clients

Nearby offices

PNC WEALTH MANAGEMENT LLC

5405 PULASKI HIGHWAY
PERRYVILLE, MD 21903

AMERIPRISE FINANCIAL SERVICES, LLC

112 N WASHINGTON ST
HAVRE DE GRACE, MD 21078-3010

EDWARD JONES

1039A PULASKI HWY
HAVRE DE GRACE, MD 21078-2603

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

327 BOUNDING HOME CT
HAVRE DE GRACE , MD 21078

LPL FINANCIAL LLC

207 WEST BEL AIR AVE.
ABERDEEN, MD 21001

PFS INVESTMENTS INC.

125 S PHILADELPHIA BLVD
ABERDEEN, MD 21001

EDWARD JONES

998 HOSPITALITY WAY STE 203
ABERDEEN, MD 21001-1760

PNC WEALTH MANAGEMENT LLC

1 SOUTH MAIN STREET
NORTH EAST, MD 21901

EDWARD JONES

466 NORTH MAULDIN AVENUE
NORTH EAST, MD 21901

FIVE RIVERS FINANCIAL ADVISORS, LLC

3 SOUTH MAULDIN AVE.
NORTH EAST, MD 21901

CETERA INVESTMENT ADVISERS LLC

2288 PULASKI HWY UNIT D
NORTH EAST, MD 21901

STATE FARM INVESTMENT MANAGEMENT CORP.

2280 Pulaski Hwy
North East, MD 21901

OSAIC WEALTH, INC.

1160 TOWN POINT ROAD
CHESAPEAKE CITY, MD 21915

STATE FARM INVESTMENT MANAGEMENT CORP.

2825 Churchville Rd
Churchville, MD 21028

10.3 miles away

CHESAPEAKE CAPITAL MANAGEMENT, LLC

4692 MILLENNIUM DRIVE SUITE 307
BELCAMP, MD 21017

10.8 miles away

FIRST COMMAND ADVISORY SERVICES

4690 Millennium Dr Suite 401
Belcamp, MD 21017

10.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

130 NORTH STREET
ELKTON, MD 21921

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1614 E CHURCHVILLE RD SUITE 104
BEL AIR, MD 21015

13.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1614 E Churchville Rd Ste 101A
Bel Air, MD 21015

13.3 miles away

EDWARD JONES

1614 CHURCHVILLE RD STE 2-LL
BEL AIR, MD 21015

13.3 miles away

Firms

PNC WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

FIVE RIVERS FINANCIAL ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

CHESAPEAKE CAPITAL MANAGEMENT, LLC

FIRST COMMAND ADVISORY SERVICES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ALEXANDER Antonius HENNE

JEFFREY NEAL ROGERS

BRONWYN LEE-ANN MARTIN

Colin Jamison Miller

JOHN JASON BISH

EDWIN LIBBY DOOLEY

Paul L Applegate

Tanner Gene White

Rory Gene White

Alysson Louise Krchnavy

Michael Daniel Forcade

RAYMOND MICHAEL HEIDEL

BENJAMIN TYLER HUBER

STEPHEN BERKERIDGE

KAREN RENE Burtis

Cameron Jacob Griffin

Michael Joseph Stecher

Daniel James Robison

MICHAEL JOSEPH STECHER

REBECCA ASHBRIDGE STECHER

Harold Bernard Hines

JAKOB DOMINIC KELLY

RANDY HOWARD PACKETT

Cherisse Reumont

MICHAEL RAYMOND SCHOENLEBER

STEPHANIE NICOLE MCCLENNY

SPENCER SCHENKING

THOMAS FARRELL O'CONOR

MARK ANTHONY MILLER

John Howard Fisher

Within 25 miles of Perry Point, MD, Best Investors lists 58 registered investment advisory firms with 172 offices nearby, managing about $8.10T in combined regulatory AUM across 1,347,286 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 Point

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM