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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

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
FOUNDERS FINANCIAL SECURITIES LLC
SERENITY WEALTH ADVISORS LLC
CAMDEN PARTNERS HOLDINGS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC
PICKET FENCE FINANCIAL, LLC
EDWARD JONES

Investors

Marcello Vincenzo Difrancesco
David Baitel
Martin Krist
Alexander Knapp
TIMOTHY JOSEPH CERNY
Michael Lentz
Brenna Leigh Baim
PHILIP KEVIN BUCHANAN
DONNA MCMAHAN BUCHANAN
Aaron Polun
Kevin Raymond Balliet
HILLEL AVICHAYIL GOLDMAN
CHRISTOPHER LYNCH IMBACH
GREGORY ELLIS GANN
LILIANA MARIA MAES
Anvar Mahsutovich Izbakiev
WILLIAM HUGH KELLY
SEUNGHO HONG
ALEXANDER MARK SUPPLEE
Kristina Jackson
Nikolaos Kostakis
STEPHANIE ZANNINO OWENS
RICHARD D GOTTLIEB
Thomas C Sawyer
CHARLES WILLIAM SAWYER
Patrick Clayton Meadowcroft
RENITA JO PREVOT
Daniel Rambow
Jamie M Hoch
Christian Bernard Backus
Dwight Sterling Smith
Sean Michael Brown

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