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Best financial advisors in Roland Park, MD

Registered advisers within 25 miles of Roland Park, MD.

Offices
849
Firms
295
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,304 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS PARTNERS WEALTH, LLC
OBSERVATORY CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERICAN FINANCIAL MANAGEMENT, LTD.
THE MARSHALL FINANCIAL GROUP LLC
RBC CAPITAL MARKETS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
W&S BROKERAGE SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LEXAURUM ADVISORS
OSAIC WEALTH, INC.
APOLLON WEALTH MANAGEMENT, LLC

Investors

CHRISTINA LYNN GARLAND
JAY PAUL SCHUMAN
JENNIFER DANAE RYAN
Louis Foxwell
JOHN GORDON HEINLEIN
Lauren Nicole Szczybor
Stavros Elias Rizakos
Gennadiy Todd
JOHN SCOTT ROGERS
RONALD MICHAEL TELLER
LOGAN K SIMERING
CHRISTOPHER D WILSON
STEPHANIE JO JAMESON
Bradley Taliaferro Clough
HOWARD RICHARD DOBSON
PETER ANDREW MARSHALL
CHRISTOPHER NELSON BARNES
John Russell Armstrong
Thomas McAndrew
Denton Penn Lane
Thomas Andrew Arasz
Tyler Kang
Andrew John Hasz
KYLE Austin LEVICKAS
Rodney Dale Dir
AGOSTINO ANTHONY PUGLIESE
TIMOTHY MICHAEL HERB
EDWARD WILLIAM HENRY KISSINGER
SUSAN AMANDA FRILLMAN
Yale Richard Hoffberg
Corinne Christine Patteson
Brittnay Nicole Larrimore
Keira Brooke Levy
FRANK WILLIAM DINGLE
ROBERT FRANCIS BROWN
LISA DAWN VETTER
PATRICK PETER VAUGHAN
BRIAN EDWARD KOCH
ERIC SHADOFF
EVAN GERARD DOWNEY
GARRETT ALEXANDER KUNKEL
Connor Joseph Curro
Frank Miles White
GREGORY BRIAN KRONEBERGER
CHRISTOPHER WALKER
STEPHEN MICHAEL GOLDSTEIN
BRIAN WILLIAM JONES
MARC PATRICK FIRLIE
CHARLES FOSTER CLAFLIN HALL
CHRISTINE MICHELLE BUCKLEY
Kristi Smith Dargan
CHRISTOPHER ERIC POLLITT
TAYLOR RUPPERSBERGER MARINO
CHAD EBERLY
Kathleen C Rogers
Samantha Kristine Fiedler
MARK VALENTINE DYER
DAVID EDWARD SCHMELZ
GEOFFREY HARRISON BRENT
PERRY STEPHEN FONG
GORDON HAMILTON WITHERSPOON
Amalia Marie Rockafellow
DEBORAH ANN GOTTLICK
KATIE LYNN HUGHES
SEAN PATRICK TULLY
DAVID WISNIEWSKI
NICHOLAS FRANCIS STEIER
BRET ANTHONY SCHERTZ
TROY ELSER
COLBY KIMMONS SAVADOVE
SHANNON L. BEAUCHAMP
LUKE NUETZEL
CRAIG GAYHARDT
CHRISTOPHER HAYBURN
MATT X HANLEY
CONNOR BUCK
DAVID ALAN ANDERSON
ELIZABETH A GUNTER
GEORGE H HOCKER
BRIAN DAVIES
MICHAEL HARTMAN
STEVEN NUETZEL
SHERYL DIANE PARKS
PAUL J KELBLY
Uriah Eli Jackson
SAMUEL KUSHNER
MARAT KUSHNER
VLADISLAV ZAGRANICHNY
JOAN ALLISON WHITE-MCCAIN
EDNA KOWITZ
KYLE STEPHEN FLYNN
JAMES ERIK JADERBORG
CHARLENE DENISE MONTS
FRANK CHRIS CAPPADORA

Within 25 miles of Roland Park, MD, Best Investors lists 295 registered investment advisory firms with 849 offices nearby, managing about $19.1T in combined regulatory AUM across 3,115,304 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 Roland Park

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM