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Best financial advisors in Phoenix, MD

Registered advisers within 25 miles of Phoenix, MD.

Offices
725
Firms
256
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,029 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RASKIN GLOBAL INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GLOBAL RETIREMENT PARTNERS LLC
FINANCIAL DIMENSIONS, LLC.
NBC SECURITIES, INC.
ASSET STRATEGY CONSULTANTS LLC
MARATHON MICRO PARTNERS, LLC
MARATHON CAPITAL MANAGEMENT
HARVEST INVESTMENT CONSULTANTS LLC
CWM, LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC

Investors

Kevin P Grant
LEONARD P RASKIN
KELLY MICHELLE DUNSTON
Gabriela C Miutescu
Keith Steele Stacy
JOSEPH BRUSAK
Terese Marie Hopper
GRAHAM TYLER BAUER
Mark Wiley
DAVID TAYLOR PITZ
JOHN R KELLY
Luke Caplan
DAVID JAY SITZER
Michael A. Powers
Lauren H Botti
Amber Linnae O'Neill
GAYLE ANNE DILLA
DAVID BEVIER TAYLOR
JOHN FRANCIS MEEHAN
PATRICK TIMOTHY JONES
CLIFFORD MARSHALL ATHEY
Edward George Hart
ANGUS MCPHEE BURTON
LINDA GIBSON HICKEL
MICHAEL JASON MEILY
MARK CHRISTIAN PALLACK
DAVID RUSSELL BAKER
BENJAMIN DAVID LAUBACH
DONNA MARIE ZIDWICK
DAVID JAMES HODNETT
MARK JACOB RING
WILLIAM DANIEL MORRISON
Matthew Leo Rodgville
SEAN ANDREW KELLY
CHRISTOPHER D WILSON
BRIAN M STAMP
Kristen Nicole Thomas
TIMOTHY D LOTT
Michael A Johnson
CHRISTINA LYNN GARLAND
JAY PAUL SCHUMAN
JENNIFER DANAE RYAN
Louis Foxwell
JOHN GORDON HEINLEIN
Lauren Nicole Szczybor
Stavros Elias Rizakos
Gennadiy Todd

Within 25 miles of Phoenix, MD, Best Investors lists 256 registered investment advisory firms with 725 offices nearby, managing about $18.1T in combined regulatory AUM across 3,112,029 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 Phoenix

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM