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Best financial advisors in Pittsville, MD

Registered advisers within 25 miles of Pittsville, MD.

Offices
84
Firms
33
Combined AUM
$8.75T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,515,865 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAPITOL SECURITIES MANAGEMENT, INC.
EDWARD JONES
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ATLAS PRIVATE WEALTH ADVISORS

Investors

Gregory Scott Holman
ERIC WILLIAM JOHNSTON
CAROL DANAE KURTZ
MARK ALAN OUTTEN
JOSHUA PAUL THOMAS
Kelly Elliott
Corey Boerner
Randall Eldridge O'Neal
Mary Elizabeth Specht
COLLIN DANIEL MACOMBER
JOHN HENRY REPASS
CHRISTOPHER DONALD HOEN
CURTIS GORDON MACOMBER
KAREN A. DAVIS
TIMOTHY ANTHONY GONZALES
MATTHEW DALE DANMYER
Zachary Stephen King
Elizabeth Georgia Brittingham
Nathan Canada
CHRISTOPHER JOHN DREHER WILDE
James Bryant Zimmerman
MASON HEPBURN LITTLE
MICHAEL J SISE
FRANK LANE BRITTINGHAM
Adam Patrick Dopkowski
CARRIE REGINA DUPUIE
Alexis Roskovich Mumford
DANIELLE ELIZABETH MOORE
JEFFREY PAUL DE PRISCO
Nicole Dayball
GREGORY LORENZ REDDELL
Andy Kim
DANIEL LINWOOD LIVINGSTON
Michael Warren Magee
KYLE EDWARD LIVINGSTON
DAVID OWEN LIVINGSTON
MARK LINWOOD GRANGER
Daniel Lawrence Gardiner
DENNIS WAYNE GRINESTAFF

Within 25 miles of Pittsville, MD, Best Investors lists 33 registered investment advisory firms with 84 offices nearby, managing about $8.75T in combined regulatory AUM across 1,515,865 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 Pittsville

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM