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Best financial advisors in Rock Hall, MD

Registered advisers within 25 miles of Rock Hall, MD.

Offices
291
Firms
136
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,125 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

OSPREY CAPITAL MANAGEMENT, LLC
CENTAURUS FINANCIAL, INC.
OSAIC ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
BAYVIEW INVESTMENT COUNSEL, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MODERA WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENCE SQUARE HOLDINGS, LLC
STIFEL INDEPENDENT ADVISORS, LLC
MARYLAND CAPITAL ADVISORS, INC.
CONTINUUM ADVISORY, LLC

Investors

PETER ALAN WIERENGA
JOHN JOSEPH CVACH
JAMES RAY BROWN
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
Graham S Smith
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
BRIAN LEE HARDMAN
ERNEST ORLANDO BRITTINGHAM
WAYNE THOMAS HUMPHRIES
Nicole Lee Caringal
BRUCE JAMES VALLIANT
MARY ELLEN VALLIANT
SARAH VAN FOSSEN SCHUT
MARTIN E KNIGHT
KRISTEN WRIGHT OWEN
Michael S Nickerson
KATY MACIELAG LIGHTBURN
John F Macielag
MICHAEL JOHN DAMAS
Connor John Chapman
MICHAEL ANDREW KELLY
MICHAEL ANDREW KELLY
Zachary Lee Furshman
BRYAN ROSS WASSERMAN

Within 25 miles of Rock Hall, MD, Best Investors lists 136 registered investment advisory firms with 291 offices nearby, managing about $13.6T in combined regulatory AUM across 2,744,125 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 Rock Hall

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