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Best financial advisors in Poolesville, MD

Registered advisers within 25 miles of Poolesville, MD.

Offices
1,615
Firms
668
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.91M
3,910,970 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

CRESSET ASSET MANAGEMENT, LLC
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
RDJ FINANCIAL, LLC
PARK AVENUE SECURITIES LLC
COVENANT WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
INSTITUTIONAL SHAREHOLDER SERVICES INC.
MORGAN STANLEY
GALLAGHER FIDUCIARY ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
INVESTMENT GROUP MANAGEMENT LLC
ATCAP PARTNERS, LLC
ADVISORS PREFERRED LLC
INNOVATION X ADVISORS

Investors

Jodi Danielle Van Voorhis
Joshua Ryan Togger
GARRETT PRICE BIRNBAUM
AMANDA RAE PLONSKI
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
JYOTI GUJRAL
DANIEL SUISSA
SARAH M CATO
ANGELA P VAHUE
Janna Climer
BRIAN Michael WOBENSMITH
Justin Hurley
Owen Marshall
Damianos Mylonas
MARY K REILLY-WILL
CHRISTOPHER A MILLIGAN
KENNETH H SHALL
JEFFREY A CLARK
COREY LEON LAPRADE
CAROLINE MORRIS
DEVON JOEL CURY
ROBERT M BELL
DAVID H WATSON
WILLIAM C SHELTON
MATTHEW E VAHUE
BENJAMIN Josef ADAMS
JOHN W CRANE
FRANKLIN L STOWE
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
JESSICA LYNNE BRADY
DOUGLAS WAYNE ULRICH
RICHARD F VERT
RYAN JONATHAN BOWMAN
VICTORIA J FREDERICKS
ERIN ELIZABETH MCMILLIAN
JOSEPH P GRIFFIN
KRISTIN ANDERSON ALEXANDER
Ariel G Christopher
Victor Joseph Fox
MAURICIO MALDONADO
Wesley Stansel
Jared Andrew Vance
Justin M Feldman
MICHAEL LINUS KLITSCH
SUSAN GRAHAM HARRINGTON
JAMES LARRY HENSON
STUART SANDER FISHBEIN
ANDREW JOHN LEIMENSTOLL
KEVIN ERIC FISHKIND
DANIEL J TWOMEY
LUIS A ALFONSO
Evan Tanner Wilson
Rutin S Crisp
Connor G Harrington
John A Vert
Jonathan Thomas Greaney
Ethan K Cross
MICHELLE L STITELY
MARC ELLIOTT FELDMAN
JEFFREY AARON KAUFMAN
DEBRA KAY RUSSELL
ANDREW FREEDENBERG
JOSEPH W PURVIS
JOHN PATRICK KELLY
LYSSA GAIL TAVEL
Makayla R Greene
Mercy Mbingu Wambari
RICHARD G. GOLOD
Michael Hill
SUSAN LOUISE FONSECA
CARL W. VAIL
BARTON JOSEPH KERSHNER
Michele Kocak
KENDALL BRUNS
Joseph McCarthy
CHEN XI CHUNG
MATTHEW THOMAS HOESLY
ANTHONY G LOGIUDICE
BRIAN TODD COHEN
Sara Alluisi Galvin
STEPHEN GREGORY MAREK
MICHAEL JOHN CASSELLA
ERIC ROBERT HILDERBRAND
MICHELLE LOUISE HOESLY
ANGELA WILLIAMS HOLLAND
BENJAMIN TROY WARWICK

Within 25 miles of Poolesville, MD, Best Investors lists 668 registered investment advisory firms with 1,615 offices nearby, managing about $19.9T in combined regulatory AUM across 3,910,970 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 Poolesville

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM