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

SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
OSAIC WEALTH, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
KILNER CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
BANKERS LIFE ADVISORY SERVICES, INC.
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
MORGAN STANLEY
CHOREO, LLC

Investors

BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
PHYLLIS AFRIYIE
WEI LUO
DEREK MICHAEL OTREMBA
PATRICIA MARIE CAGE
JEFFREY SETH COHEN
ELIZA SOCITO BALUBAR
Sarah Bond Mathews
LAUREN ANNE VILLARREAL
JONATHON MARK GUNN
YUN MA
WEI WANG
Ruxian Gong
Xiaohuan Xu
JOSEPH FRANCIS KILNER
MELINDA MARIE WIEDEL
SULIEMAN E NURIDEEN
ISHIOMA IKUKAIWE EKANEM
Matthew David Tyler
Ugwumsinachi Constan Ihearahu
Ann Lynette Taylor
KIL UNG CHANG
Kevin Edward Forkin
Jose Roberto Gomez
Michael Stone
Griffin Adair Johnson
DAVID STEPHEN ZIFFER
Tinotenda Nyawata
BRANDON KYLE WESTERFIELD
Solomon Nabdoya
THAD JOSEPH ISMART
JOSEPH ANTHONY CAPUTO
Tyler Duluth Cunningham
Tyler Kluge
JOSEPH U MANFREDI
TOWNSEND HORNOR
ROBERT G CARPENTER
JOHN CHRISTOPHER KELLY
LAWRENCE M. POST
MATTHEW SMILER
TERRENCE JERREL JONES
Samantha Nash
Max Pflugrad
STEPHEN ARTHUR HORD
SARAH CHRISTINE GEORGE
GINA LAUREN HARPER
Richard M Muller
STEVEN GARY GRASSL
Sebastian J Buonato III
J. GARDINER EVANS
MARY FRANCES BOYLE
MICHAEL PELHAM LAWRENCE
CARYL-LYN MAZULLO
DEBORAH A O'NEILL
Cindy L Hyde
Michael Reginald Bowden
ERIC CONRAD KOVACIC
JAMES BOYD WALLER
PETER PAUL JENKINS
MATTHEW ARI GOTLIN
Eli Nathan Lerner

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