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Best financial advisors in Rising Sun, MD

Registered advisers within 25 miles of Rising Sun, MD.

Offices
272
Firms
102
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,274,826 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
FIVE RIVERS FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
JOHN CHARLES DELP
David Michael Trainor
Elizabeth Ann Darling
BRENT ALLEN MELRATH
STEPHEN BERKERIDGE
KAREN RENE Burtis
Cameron Jacob Griffin
Michael Daniel Forcade
Patrick Horan
David Paul Dively
RAYMOND MICHAEL HEIDEL
BENJAMIN TYLER HUBER
STEPHEN FREDERICK SIMMONS
ALEXANDER Antonius HENNE
JEFFREY NEAL ROGERS
BRONWYN LEE-ANN MARTIN
CURTIS EUGENE SHAMBAUGH
Jared Allen
Colin Jamison Miller
JOHN JASON BISH
MICHAEL RAYMOND SCHOENLEBER
REBECCA LORRAINE MCGEHEAN
Tyler James Simonds
Jason Young Lim
STEVEN HAMILTON KRANZLEY
NICHOLAS RYAN REARDON
MARK ALLEN VERBANAS
AMY LEANNE BROWN KEACH

Within 25 miles of Rising Sun, MD, Best Investors lists 102 registered investment advisory firms with 272 offices nearby, managing about $11.5T in combined regulatory AUM across 2,274,826 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 Rising Sun

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM