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Best financial advisors in Prince Frederick, MD

Registered advisers within 25 miles of Prince Frederick, MD.

Offices
68
Firms
25
Combined AUM
$8.42T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,399,155 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CALVERT WEALTH MANAGEMENT, INC.

Investors

Casey Christine Styer
Elizabeth E Rockenbaugh
JUSTIN ROBERT EMMERT
MICHAEL DENNIS PAXSON
WAYNE RONALD SHOEMAKER
Leo David Ritter
John J Carey
Gemma Marie Smith
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Kody Alec Slayton
Federico Reyna
Christopher Richard Day
Thomas R Riffe
Robert Allen Riffe
John S Loving
Nicholas Cole Cable
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
ANDREW SHOPE
Ryan David Payne
Scott Alford
Michael Ernest Kelly
Stephen Coffey
Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Sean Evan McGuire
Sarah LeAnne Weems

Within 25 miles of Prince Frederick, MD, Best Investors lists 25 registered investment advisory firms with 68 offices nearby, managing about $8.42T in combined regulatory AUM across 1,399,155 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 Prince Frederick

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM