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Best financial advisors in Point Of Rocks, MD

Registered advisers within 25 miles of Point Of Rocks, MD.

Offices
561
Firms
216
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,078 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

BESTGATE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CADENCE PLANNING, LLC
TRUIST ADVISORY SERVICES, INC.
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CAPITOL SECURITIES MANAGEMENT, INC.

Investors

Gregory S Will
Timothy Michael Stolz
JEFFREY JAMES WHEELER
ANDREW PAUL MERCER
SCOTT EDMUND FERGUSON
JASON SCOTT NICHOLS
Matthew Peter Lincoln
COURTNEY MICHELLE ABRECHT
JOEL ALBERT
Christian Edwards-Saliu
PAUL ANDREW HYNES
JOSEPH JOHN CASSELLA
Vicki L Studt
EDWIN AYALA
KEITH ALAN HOOVER
BIODUN OLUWATOYIN AYO-DUROJAIYE
STACY ANN ALLGOOD SMITH
TRICIA LYNNE TRIPP
Matthew Owens
Nathan S Harris
John Patrick Stakem
JUSTIN M RAMSBURG
CHRISTOPHER H MILLER
Marco A. Soto
PATRICK TIMOTHY BROSNAN

Within 25 miles of Point Of Rocks, MD, Best Investors lists 216 registered investment advisory firms with 561 offices nearby, managing about $14.9T in combined regulatory AUM across 2,815,078 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 Point Of Rocks

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM