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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

ADVOCATE INVESTING SERVICES
LPL FINANCIAL LLC
COVENANT WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
GUIDANCE INVESTMENTS, LLC
APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
ALEXANDER RANDOLPH ADVISORY INC
ACORN FINANCIAL ADVISORY SERVICES, INC.
CERITY PARTNERS LLC
TLG ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
MASON INVESTMENT ADVISORY SERVICES INC
CATOCTIN RIDGE WEALTH PARTNER

Investors

MAMIE YUHUA CHU LIU
STEPHEN THOMAS KODA
RICHARD THOMAS ANDREWS
JOSEPH RAYMOND GALLAGHER
Riley David Ahlquist
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
Miguel J Alvarez
THOMAS RICHARD GAINOR
Mohamad Nasir
BELINDA LOUISE RAMBERG
SHAWN STEEL
Andrew David Chaffee
SAMUEL MARK ATHERTON
Julie Rebecca Brohard
RYAN THOMAS ALBRECHT
John Miller
Ann Christina Durham
LISA HERTLING ALBRECHT
Jeremy Thomas Marshall
Ben Beriss
REBECCA BRIDEAU HALL
JAMES ALBERT GIUNCHI
KEVIN SCOTT HAYNES
Danny Robles Fuentes
STEVEN THOMAS MARSHALL
GARY WILLIAM SCHLAFFER
MATTHEW DAVID SHRIVER
Kerby Russell Baden
JAMES MICHAEL GAMBACCINI
Sean M Tyll
NATHAN HENRY GERTLER
JONATHAN DEAN COX
Justin Michael Souder
Alex J D'Attilio
Michael Peter Wakeham
JONATHAN NEIL BROWNING
DONALD LOUIS UNGER
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH
MICHAEL ALAN NESS
JON P YANKEE
Kelly McNerney
ANDREJS PILAJEVS
THOMAS Hightower REGAN
STEFANI N/M/I TUEME
ANN MARIE DUPREE HINDLEY
Samantha Momot Josselyn
ELIZABETH BEAUMONT DAWSON
ANTHONY STEVEN IVENER
RUI GAO
MICHAEL FOWLER
GARY ST. AUBYN SAWYERS
MICHAEL WILLIS SHRAUDER
Ahmed Idlibi
CHRISTOPHER LEE SCHREINER
SCOTT STANLEY GEORGE
DAVID WALTER ODIORNE
DAVID ROBERT GILBERT
JOSEPH ALFRED LAMOGLIA
STEVEN RICHARDSON
TIMOTHY PETER SHEAN
RYAN KELLINGER
Eric A Vinores
Hondamir Ken Burhon
KATHLEEN FINN
David Rectenwald

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