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Best financial advisors in Queenstown, MD

Registered advisers within 25 miles of Queenstown, MD.

Offices
199
Firms
99
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,719,125 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
MARYLAND CAPITAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MODERA WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
BAYVIEW INVESTMENT COUNSEL, INC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
TRED AVON FAMILY WEALTH, LLC
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CHARLES SCHWAB & CO., INC.

Investors

PETER ALAN WIERENGA
MICHAEL JOHN DAMAS
Connor John Chapman
JAMES RAY BROWN
JOHN JOSEPH CVACH
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
Graham S Smith
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
ERNEST ORLANDO BRITTINGHAM
WAYNE THOMAS HUMPHRIES
BRIAN LEE HARDMAN
BRETT MITCHELL SAUSE
SCOTT WHEATLEY EGLSEDER
FRANCES ELIZABETH SPURRY
Gretchen P Straczewski
SEMENE ANNE GILDEN
WILLIAM B QUICK
DEBORAH JORDAN ELMES
STEPHANIE LYNN SAUNDERS
THERESA SHARON DURNBAUGH
RAYMOND EDGAR SUTCH
JAMES ANDREW MALENA
RONALD JOHN FLOHR
KATHRYN HARTIGAN PRATT
LISA SHAW HUNTER
GRAY DOUGLAS GEORGE BOUTTE
KATE E KRAUS
PENNY A FONTANA
John T Elmes
BRADLEY VALLIANT HILL
CRYSTAL BOWEN WISE
SHANE LAWRENCE HATFIELD
Caroline Adorni Willems
FELICIA E KEMP
THOMAS ELLIOTT HILL
FREDERICK HULVER MORGAN
TRACY SIMPKINS
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

Within 25 miles of Queenstown, MD, Best Investors lists 99 registered investment advisory firms with 199 offices nearby, managing about $13.2T in combined regulatory AUM across 2,719,125 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 Queenstown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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