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Best financial advisors in Preston, MD

Registered advisers within 25 miles of Preston, MD.

Offices
42
Firms
29
Combined AUM
$7.94T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,975,331 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
DRS WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
SHORE FINANCIAL ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
RBC CAPITAL MARKETS, LLC
EDWARD JONES
ANDERSEN WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
CHARLES SCHWAB & CO., INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WARWICK INVESTMENT MANAGEMENT
PNC WEALTH MANAGEMENT LLC

Investors

Grant Alexander Maloof
BRENT CHRISTOPHER FUCHS
MATTHEW DONALD SPEDDEN
LAUREN GRANDE LERCH
MATTHEW DAVID ALBERS
MICHAEL PATRICK NIXON
STACY LYNN COLDWELL
GARRETT A THRIFT
Wade Oursler
Blake M Saulsbury
Virginia Oursler
EDWIN HARRISON STONE
LORA F. DAVIS
CHRISTOPHER EPHRAIM PARKS
WAYNE BRUCE ZUSSMAN
KAREN LAPIER BAER
BRADLEY FORREST HOLLANDSWORTH
GREGORY NICHOLAS FRANKOS
JENNIFER NICOSIA EDGELL
Allyson Michelle Adkins
Brooke A Grimes
DAVID BRIAN MILLER
ALEX NERACHER FRITZSCHE
Emma Elmes
AARON MICHAEL GABRIELIAN
Amanda Brooke David
Brady John Bailey
MICHAEL RICHARD ANDERSEN
ADAM LEE LYBARGER
Joseph Francis Lorenzo
CHELSEA NICOLE RALSTON
DAVID M ADAMS
CHERYL RICHARDS PALUMBO
DAVID MATTHEW CONNOLLY
Skylynd R Kahat
Aimee D Watkins
John P Mead
DARIN DEAN ROSER
LOU STEPHEN SATCHELL
ELIZABETH MARY SHERBERT
James Crozier McCleery
Benjamin Gardner
Robert Bennett
KARL ROMAN KNADE
RICHARD JOSEPH MULLANEY
KATHERINE L KNAPP
Kara Burt
Ishmael R Willey
CHARLES ALBERT PRITCHETT
CHRISTINA ZAFFUTA SEIDEL
BRADLEY ADAM MILLER
Rachel Helen Land
GREGORY ALAN BEANE
JUSTIN C SMITH
Kirk W Thrush
TRACY SIMPKINS

Within 25 miles of Preston, MD, Best Investors lists 29 registered investment advisory firms with 42 offices nearby, managing about $7.94T in combined regulatory AUM across 1,975,331 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 Preston

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM