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Best financial advisors in Rogers Heights, MD

Registered advisers within 25 miles of Rogers Heights, MD.

Offices
2,029
Firms
808
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,565 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITOL MERIDIAN PARTNERS LP
FUNDRISE ADVISORS, LLC
BIG LEAGUE ADVANTAGE
AZORIA CAPITAL, INC.
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
R. HILLES GRAHAM
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MARTIN-DIAMOND PROPERTIES LLC
FENWAY SUMMER INVESTMENT MANAGEMENT LLC
ASTRA CAPITAL MANAGEMENT LLC
PLURAL VENTURES INVESTMENT MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MARSHFIELD ASSOCIATES

Investors

DAVID MICHAEL BROWN
Konstantina Karterouli
Catherine Elizabeth Portner
MATTHEW GUY BIGELOW
Nicholas Maccoby Folger
Andrew Hooper McGregor
STEPHEN WOODHULL BAKER
LUCINDA MARGARET CRIST
BRYAN MATTHEW BAQUER
EDWARD KAGANOV
CHRISTOPHER GEDDY HILL
BRIAN EDWARD COLL
Amy Martha Cooper
GEORGE GWYNN HILL
W WALTER BOOTH
DANIEL ROURKE HEALEY
LAURA JEANNE FAUL
ANGELA MARIE MOREIRA
CHRISTOPHER WILLIAM DURCHANEK
ALAN MICHAEL BUTLER
JOHN JOSEPH CORTALE
Bryon A Vincent
JOHN MARTIN MORAN
Nina Asghari Kamrani
Greyson Wade Flint
JAMES AMBLER CUSICK
LYNETTE B MELCHER
CHARLES EDWARD HELD
Esse Breon
David Sachrison
Sheila Bernadette Cheek
Richard Dee Seaton
Amie Nessa Perl
CHRISTOPHER MARTIN NIEMCZEWSKI
WILLIAM GILMORE STOTT
JUDITH GOLDEN BECKER
Kathryn Ross Cotter
ELISE JORDAN HOFFMANN
MELISSA VINICK
CHAD ANDREW GOLDBERG
ANDREW DALE CLARK

Within 25 miles of Rogers Heights, MD, Best Investors lists 808 registered investment advisory firms with 2,029 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,565 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 Rogers Heights

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM