Best Investors Account Sign in

Best financial advisors in Sandy Spring, MD

Registered advisers within 25 miles of Sandy Spring, MD.

Offices
2,008
Firms
819
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
4.00M
3,997,015 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

LAFAYETTE INVESTMENTS, INC.
LPL FINANCIAL LLC
CONCURRENT INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
CAPITAL FINANCIAL, LLC
ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
CAMBIUM CAPITAL MANAGEMENT LP
SCHAEFFER FINANCIAL LLC

Investors

Brendan Patrick Hughes
SCOTT HATHAWAY DINN
LAWRENCE JUDGE
RYAN MICHAEL KLINGER
MARK HUGHES
ROBERT ADAMS NOYES
THERESE HATZES ANDERSON
TODD MATTHEW WIKE
Gregory Edward Wilkinson
BRIAN JAMES KRAWIEC
BRADLEY WILLIAM SCHELL
DEBORAH MARKEY KELLY
LANTA LARRETT EVANS
KEITH EDWARD LINDSEY
GREGORY S PANG
ROBERT JOHN GOLE
NAJ ALTAF
CHARLES EUGENE RUCKER
Blair Kathleen Webb
Suzanne Wheeler
MICHAEL VISCARDI
Kevin Sean Gallagher
Germaine Ndedi Motanga-Nelson
William Pitt Mason
William David Erskine
James Huey Webb
Randolph R Nittoli
JASMINE MAGDALENA STONE LEMUS
MATTHEW RILEY DAVIS
ANNIE D DAVIS
Kenneth Greenwood
IOANNIS PAPADIMITRIS
LISA RENEE HANE
Lionel Anthony Desbordes
KAITLIN YARDLEY
Claire Ramzy Dwyer
Brandon Keehr
KAREN PATRICIA SCHAEFFER
RICHARD WAYNE SCHAEFFER
Tommie Lee Roberson

Within 25 miles of Sandy Spring, MD, Best Investors lists 819 registered investment advisory firms with 2,008 offices nearby, managing about $23.8T in combined regulatory AUM across 3,997,015 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 Sandy Spring

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