Best Investors Account Sign in

Best financial advisors in Port Tobacco, MD

Registered advisers within 25 miles of Port Tobacco, MD.

Offices
237
Firms
106
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,914,124 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

JESSICA MAE REPASI
JOHN DANIEL SALAN
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
BENJAMIN WADE COMPTON
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
Keven W Kling
Jennifer E Kling
Philip Wallace Watson
Mark Farney
GREGORY WILLIAM CONKLIN
Shaun Everett Kline
Mark Gordon Walker
Khiry Devan Lee
RICHARD HOFFMAN HOY
Linda Sims
Robert Joseph Brewer
WILLIAM LINWOOD HOYLE
GEORGEANNE GRAYDON AIST
Nicole Miyuki Jackson
Liam Campbell
GEORGE AUSTON SNOOK
Kareem Campbell
ROBERT ALAN GERARD SMITH

Within 25 miles of Port Tobacco, MD, Best Investors lists 106 registered investment advisory firms with 237 offices nearby, managing about $13.1T in combined regulatory AUM across 2,914,124 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 Port Tobacco

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