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Best financial advisors in Princess Anne, MD

Registered advisers within 25 miles of Princess Anne, MD.

Offices
32
Firms
17
Combined AUM
$5.36T
Firm-wide filings, not assets booked only here
Clients
936K
936,356 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
TLG ADVISORS, INC.
WEALTHSPIRE ADVISORS
WEALTHSPIRE RETIREMENT ADVISORY
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
ATLAS PRIVATE WEALTH ADVISORS

Investors

KAREN JILL HALL
JEFFREY WILLARD MARSHALL
JERIENE REED
William Robert Staples
KIMBERLY SARAH MAGAHA
LUKE STEVEN SMITH
GARY PAUL DESJARDINS
Trent W Hofmeister
Jude Christopher Cypher
Durene Lenis Wilhelmi
Jessica Ann Eisemann
Deena Kenney Mills
Sarah L Edwards
Samantha Chesley
Dylan S Thompson
THOMAS ALAN PRUNTY
Allyson Christensen Wade
OSBORNE DAHLGREN CHRISTENSEN
MARK LINWOOD GRANGER
Scott Alexander Wight
DANIEL LINWOOD LIVINGSTON
Michael Warren Magee
KYLE EDWARD LIVINGSTON
DAVID OWEN LIVINGSTON
Sharon E Perdue
WILLIAM STANLEY ROBINS
MALGORZATA BARBARA MAGATHAN
Joshua J Currence
DAVID ROBERT ESHAM
GAIL L NELSON
KRISTOPHER MARK TODD
Peter A Scott
Daniel Lawrence Gardiner
Jason Edwards
JOHN ELLIOTT DEYSHER
MARK EDWARD APOLENIS
DENNIS WAYNE GRINESTAFF

Within 25 miles of Princess Anne, MD, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $5.36T in combined regulatory AUM across 936,356 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 Princess Anne

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM