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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

G10 LLC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
TERRAIN CAPITAL MANAGEMENT, LLC
TUFTON CAPITAL MANAGEMENT, LLC
GSI FUNDS LLC
MORGAN STANLEY
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
PERSPECTIVE WEALTH MANAGEMENT
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

ROBERT CHURCHILL BRIGGS
JOSEPH S HARSEL
BRIAN JOSEPH CULLOTY
CHRISTOPHER DONALD MILLER
JEFFREY CARR FOUNTAIN
STEPHEN W. C. MORAN
Ian McBrine Smith
DENNIS THOMAS FACIUS
BRIAN SCOTT TAWNEY
MICHAEL PHILIP FERRIS
RICKY SCOTT RUBIN
JOHN SCOTT MURPHY
BARBARA LASCUOLA RISHEL
ERIC PAUL SCHOPF
CHARLES AVERY MEYER
TODD KEITH SNYDER
DAVID SCOTT GREENBERG
SHERIE A HARRISON
ELIZABETH MARY ANDREWS
WILLIAM RYAN WINTERSTEIN
ALEX BRENT HUMPHRIES
FRANK CHIOVARO
Jonathan C Dorsch
Jaclyn N Cervone
Nicholas James Villamater
Madison Rae Smith
DAVID RYAN GATELY
ERIC ARRIETA VILLAMATER
SUZANNE E YODER
SCOTT ROBERT SHOTTO
JONATHAN RONALD SHIMAITIS
SHAWN JUSTIN HALSEY
MALCOLM EDGAR STEIGERWALD
JACKLYN LISA BORKMAN
ROY A. LONGANECKER
PHILIP KENNETH LEE
ERIK A BARRUETO
MATTHEW ALLEN MAY
Jennifer M Astasauskas-Glatz
Raymond J Sheedy
BRYAN EDWARD QUACKENBUSH
DALE ALLEN WATERS
SARAH FERGUSON
KATHERINE Alina CICCIMARO
Austin J Smyrnioudis
DALE A WATERS
Linda Marie Bell
DAVID DAMIAN SEIFERT
Steven GREGORY Young
CANDIDO R. PALTING
MERRI E TOULAS
ERIC DAVID BRANN
Julie D Frantz
JEFFREY LEE WASSERMAN
JASON S. SARRATEA
RONALD W. MITCHERLING
ANDREW M HEYMAN
BRETT ALEXANDER LEONARD
MAX CLARK LEVINE
ROBERT WEILT SITTON
KEVIN RYAN BELL
SCOTT JEROME HESEKIEL
Richard M Muller
Robert Lee Smith
KELLY ANNETTE WILLIAMS
Benjamin Lanser
Annette Quigley
TODD W. LIDDICK
PATRICK JOSEPH DAUER
Nathaniel Smith
Katalin Annamaria Jambor
Jacob Krieger
CHRIS FANTO
MATTHEW EDWARD BRAERMAN
Jason DAddario
Justin M Gue
Mark Russell Sweeney
Daniel Ignatius Webster
CHARLES E BOSTWICK
ADAM COX
JAN VILJOEN PRETORIUS
THOMAS ANDREW MC ELWEE
KYLE ANDREW TOSH
KHY Jean SWEENEY
Jared P Troutman
Daniel Gilman
Ryan Williams
Andrew Romandino
DOUGLAS FARRELL SCHAMBURG
ANTHONY PAUL PATTI
MICHAEL ANTHONY GEPPI
Deyan Sertev
CRAIG WILLIAM SCHUBERT
CHARLES LOUIS BROHAWN
RANDALL MARTIN BECKER
TONY M DIFATTA
Eric Michael Simning
Thomas Jones
DANIEL MARK JARRETT
JOHN EDWARD MILLER
Paul Matthew Barbieri
CHRISTOPHER GRESHAM WALMSLEY
GEORGE BADIE KAMEL
Shuo Li
BRYAN COSTABILE
Anthony Scott Braglio
JOEL CHARLES FENSTERMACHER
Michael Anthony Geppi
LUCAS GRAHAM
JACKSON T BOOTHBY
PHILIP GABRIEL DEFELICE
NATHAN MICHAEL BADOWSKI
Patrick Michael Chairs
ROBERT MICHAEL BOBANGO
William Michael Hardisky
CHRISTOPHER S MAIENSHEIN
RYAN MATTHEW TURNER
CHRIS MICHAEL SCHIESSER
KEN FURUYA
PATRICK GORDON CARR
ATHENA ELIZABETH McGuire
KAREN CECILIA BURKHART
VINCENT T HACKLER
DEREK STEVEN FISH
FREDERICK ERNEST CASPER
MARK DAVID MCGRATH
MICHELLE ROBYN HARF-GRIM
AMI MENZEL HARNSBERGER
KRISTOPHER AARON JOHANNSSEN
Robert Joseph Massaroni
JULIA U ZIMMERMANN
Jason Scot Bell
DAVID BENJAMIN VEGH
SCOTT EDWARD ALBERDING
Gregory Joseph Akers
Josie Victoria Scramlin
KARIN ANDREA MOTTUS
ROBERT BENNETT NAENY
DANIEL STUART NEWELL
JERALD JOSEPH CIEKOT
THEODORA ROSE BRAVER
STEPHEN GEORGE MITCHELL
SHEILA MAUREEN ONEILL
PATRICK JAMES VAUGHAN
Alan James Kines
ELI JOSEPH ADAMS
Nicholas Paul Mangione
MICHELE LOUISE BURCH-LIPPINCOTT
NICHOLAS JOSEPH BARBIERI
Ariana Mary Mary Waitkavicz
JONATHAN PALMER MURRAY
NICOLE KALINOSKY
SUSAN SADLER WOELPER
TRACEY DUBREE
JASON CHRISTOPHER LOWY
JASON B CONNOR
LAURA ANN DIAMOND
COLBY ALLEN BUSS
BLAISE JOSEPH EDWARD AHEARN
Matthew Steven Conant
RUSSELL J WEBER
BRIAN CONNOR DOAK
BENJAMIN J KELLAR
PALMER DAVID MURRAY
ALAN ROBERT CULINER
DONALD PAUL STONE
WARREN DOUGLAS MCPETERS
THOMAS W SPRAY-FRY
ROBERT HARRISON ELLRICH
Slater Robert Ottenritter
Parker Wynot
EVAN TODD HORN
ANDREW SCOTT HOROWITZ
KATHERINE BAYS ARMSTRONG
LAWRENCE ERIC WYSS
PAUL M BAADER
ELIZABETH RANDOLPH PAAL GOSS
CHRISTOPHER RICHARD RUBY
MARK A RICH
ROSS HAMILTON EAGLES
Andrew James Shaffer
John Eaton Bradley
Madison Ewing Rexford
Nicholas Purcell
KYLE HAYS
RICHARD EARL GRACE
CHRISTOPHER EDWARD PORTNER
STEPHEN CRAIG MCDERMOTT
STACEY SPEDDEN-IRRGANG
JOHN GILMAN MCCARTHY
ROBERT MARTIN FRY
JAMES LANGFORD SPIES
NEIL ANTHONY GUNTER
STEPHEN CHARLES MERRILL
JACOB PETER FENLASON
Claire Gracie
Connor McDermott
JENNIFER JAN VANCURA
JOSEPH JOHN DANKOWSKI
NASSER ALI
Silas Lance Hoxie
Abraham Martin Miller
SHARON LYNN MASON
PAUL G ULLMANN
Olivia McDermott
JORDAN GRANT PERRY
JAMES F RYAN

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