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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

UNITED CAPITAL FINANCIAL ADVISORS
IVY LEAGUE FINANCIAL ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
MAGNUS FINANCIALS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PLAN2RETIRE
RBC CAPITAL MARKETS, LLC
APRIO WEALTH MANAGEMENT, LLC
CERITY PARTNERS LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FORTUNENAVI CAPITAL INC.
STRATEGIC ADVISERS LLC
QUANTUM FINANCIAL ADVISORS INC

Investors

GARRETT THOMAS BECKSTROM
Lisa Anne Crivella
CHRISTOPHER NEAL BROWN
MATTHEW SANCHEZ
TIFFANY K VIOLANTE
SHARON LEE CHAPMAN
JARED JAMES VIOLANTE
KAREN YVONNE HOLMES
ALVIN CLIFFORD HAILSTORKS
Ryan Kobe Tillery
TRUNG KIEN VU
Sean L Cable
James Evan Liaw
Stephanie Ann Yoingco
Girish Gupte
PREETHA GOPI KUMAR
Tammy L Pierce
Chad Daniel McMichael
DONALD EDWARD BURKLO
JAMES PATRICK MCNEILL
BRIAN RAY GRIMES
JEFFREY ALAN BOWERS
ROBERT JOSEPH PELLICORO
MICHAEL JAMES RILEY
MEI-MEI CHOW
LISA FRENCH CARPENTER
CURTIS ANDREW MCKAY
MICHAEL PATRICK BERENS
LOUIS PAUL SITNIK
SCOTT HARRIS KREGER
WILLIAM JOHN KOREN
MARA DANIELA SOUSA DA SILVA
CAMERON SHEPPARD DUNCAN
Brandon Joseph Hall
Tatyana Litvak Riley
Eli Kreger
YEVGENY POPOVICH
TROY RAFAEL FOX
TIMOTHY PAUL STOCKER
ANDREW BRETT POULOS
CHRISTINE ANN JAEGER
ALEXANDRA ELIZABETH NOLAN JAMROS
Andrew Robert Alvey
DAVID SHEPPARD DUNCAN
FRANKLIN AUGUSTUS HART
VICTOR MYRON KRASIJ
Hassan Al Kadhimi
SAMUEL SANDLER
KARIN AMTMANN SCHULTZ
Joming Chiang
Sergio Alejandro Contijoch
CHRISTOPHER ARTHUR VIRGILI
MARCUS BENJAMIN ODINEC
ADAM LUCIEN SAURI
RAHM DVIR
MONIQUE V. SINMAO
RAJMIEL ODINEC
Manfred Klee Saieh
LAUREN MARIE Byrne
JESSICA ANN CORTES
WENHAI TU
RONALD SEEGERS
MICHAEL T GILLETTE
HOWARD RINEHART LODGE
RICHARD LEE STONE
ANDREW BERNARD MARTIN
YONGXIANG LI
Joseph J Schmelzle
Michael James Huber
JOSEPH FRANCIS RINALDI, III
MARK RICHARD TIRALOSI
EMMANUEL NGOZI IKE

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