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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

STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PINNACLE ASSOCIATES, LTD.
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CHEVY CHASE TRUST COMPANY
ASB CAPITAL MANAGEMENT LLC
TORRAY INVESTMENT PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
STRATEGIC ADVISERS LLC
SOAPSTONE MANAGEMENT L.P.
NORTHPOND VENTURES, LLC
IMB PARTNERS LLC
PENNINGTON PARTNERS & CO., LLC
MORGAN STANLEY

Investors

KEITH TERRY BARBERIS
STEVEN CHARLES LYNCH
AMY GWYN SACHS
REBECCA AUSTIN O'BRYON
STEPHEN SCHOLL PHILLEO
DANIEL JOHN IALEGGIO
MIGUEL-ANGEL LOPEZ
CONOR MICHAEL WOLCHESKY
TOM O'BRYON
Ann Goldschmidt Schnorrenberg
LAWRENCE PETER FISHER
CLAIRE VIRGINIA VOORHEES
HENRY KINGSLAND ROMEYN
MICHAEL S GILDENHORN
STACY CONSTANCE MURCHISON
DEBRITU LALY KASSA
MARC KAYE WISHKOFF
SPENCER CHRISTIAN SMITH
MICHAEL JOSEPH STAFFORD
ARTHUR ALAN ADLER
DEBORAH GROOMES GANDY
JAMES MINH NGUYEN
BLAKE KEELEY DOYLE
Ramona K Mockoviak
JUSTIN SCOTT LIBERTI
FREDERICK MATSON HOPKINS
RANDY ALAN RYAN
CHRISTOPHER MATTHEW YOUNG
CARLTON WILLIAM DAVIS
TAPFUMA FILEX CHIBAYA
CAROLINE TERRELL Szivos
Michael Quinton Clemm
Du Na Hur
Jenny Yun Sook Kim
AMY PRISCILLA RASKIN
CHRISTINE M. WALLACE
WENDY MARIE MOYERS
JUDY KAY MCCOY
JACKIE S FONTANA
JONATHAN KOBETS
ALOK BHATT
JASTINDER SINGH SOHI
ROBERT WILKINSON EUBANK
Andrew Morgan
JEFFREY CRAWFORD DILLMAN
CRAIG ANDREW PERNICK
PAULA ANNE LANDAU
Simeon Spruill
John Robert Dempsey
FRANCIS PAUL NIGRO
LAWRENCE PHILLIP BRAITHWAITE
Ashtyn Lauren Shrader
ROBERT J GRONDA
Matthew Brodie Ruland
Sean Finnegan
SHERRI ANN BROWN REID
SHAWN MICHAEL HENDON
JAMES DAVID BAILEY
Brian Roland Zaczynski
LETITIA BRECKENRIDGE Scalise
CHARLES WI ROSS
JONATHAN PAUL STROEBEL
KEITH ANDREW UNIKEL
Graham Nathaniel Taft
Kevin James DiManna
Kevin Michael Joseph
ABRIL PATRICIA AZMI
BENJAMIN THOMAS JOLLY
JEFFREY DAVID SANTOS
MARK D. RANDALL
THOMAS E WHITLOCK
LAITH M LAYOUS
David Y Chang
Edwin David Alvarez
Olivia Carson
Matthew Spiegelman
SO MYONG KIM
James Henry Heery
Jeremy Lucas Greenberg
Madeleine Ayn Ponseti Scanio
KATHLEEN E KOWNACKY
BRUCE RUSSELL WALL
Michael Charles Ellis
Melissa M St. Louis
Barry JOEL Shapiro
Brandon Lee Brown
Russell LOWELL Brown
STEPHEN NATHANIEL TAFT
GREGORY MICHAEL BAKER
KIMBERLEE ANNE WENDELL
PETER FINLEY DUNNE
Aaron B Clem
ADAM DAVID PROGER
NICOLE JANE MCCUSKEY
Lisa Marie Mifsud
Emma K Lalley
PAUL D ANDREWS
ERIC PAUL HANSON
ELISABETH ERAUSQUIN-NETHERY
PAUL F GRAMBSCH
ROSS CHARNLEY HAMILTON
LORENZO DAVID ASCOLI
William Patrick Breen
ROBERT R BAKER
Khaleed King Beltran
JACOB THOMAS MILLER
NOMPILO NYATHI
JIALI CHEN
BIGYAN K GHIMIRE
JONATHAN MCALLISTER
CARLEY M DESILLIER
ROBERT B DEVAY
JAMILA O PUGH
KEVIN SIMS
MARIAMA BAH
CINTIA C PEREIRA LOBO
ROBERT ARWOOD
DEREK TYGHE CARSTENS
RITESH MATHUR
JUSTIN T. KELLY
KATHLEEN STEPHENS
AHMON SMALLWOOD
MORGAN TAYLOR ROMERO
PHILIP CHARLEMAGNE
Rudy Santamaria
CHESTER H WORTHAM
MIRKO PEFAURE
CHRISTIANA E. CARLINI
MEGAN ELIZABETH YODER
JEREMY MULLANEY
JOSHUA TYLER DAUGHERTY
CHRISTOPHER VOGEL
JOSHUA REMMELE
EDWARD BERNERD DOBRANETSKI
LYNN M. PANAGOS
ORMAND AELIO BONTEMPO
JOHN FORBES OHLY
ROBERT BENET BELLINGER
RODD JEFFREY MACKLIN
MEGAN ANN BLEIL
MEREDITH Lynn FARBER
CHARLES STUART SHEAIN
William Joseph Lowrie
Robert Kent Andrews
Jacob Reinhardt
Longhe Cao
Keith Kellum
William Lawrence Halkyard
KENNETH HOWARD SHURE
MICHAEL ROZOFSKY
CHRISTOPHER C COOPER
TANIQUE K LOUIS
NICHOLAS S GRUBB
Curtis Rutherford
HENRY MALCOLM LYNCH
Tolulope Abidemi Adeyemi
Garrett Adam Frye
Dominic P LoPiccolo
Joyce Abichaker Amadi
Isaac Paul Fried
Hannah Rebecca Scheps
James C Lee
Leandro Falleiros Rodrigues Carva
Benjamin Napierala
Sean M Hudson
Emanuel H Athanasakis
JUDITH EILEEN ZINS
CARLOS MAXIMILLIAN MOLINA
RICHARD EDWARD HORN
J CLAY BRITT
BRIAN MATTHEW NEELEY
GABE J. ARONSON
HERBERT LOWEY ORTEGA
VALERIE A WATSON
FRANKLIN BALDWIN NEWBY
MICHAEL ALAN KLINE
YEENA INES LIU
ADAM THOMAS RORRER
MICHAEL RICHARD SVEC
IRA BRETT GREENSPAN
JASON DAVID MARTIN
PEGGY ANN LEDVINA
VITALI NAZLYMOV
JOSHUA IAN SCHNEIDER
MARIO DEMONT ARRINGTON
RENATA I HERNANDEZ
JUAN CARLOS VASCONEZ
STEPHEN TILDON LUCAS
KEVIN PATRICK EBEL
MARA ROSE BRALOVE
STEPHEN JAMES LOWMAN
JEFFREY M DECKELBAUM
Opeoluwa O Afe
ALEX OSCAR MORALES
KELLI SENOPOLE
ANDREW ROBERT ROTHENBERG
SEAN FITZGERALD MANDERS
MAGDALENA MARIA ALCAN
KIARRA L DEBERRY
Daniel Miller
ALEX ROCK
LISA HAMMOND
REBECCA CARLY GOLDSMITH
Anish Gupta
Anthony Robert Crisalli
Gordon Brandon Romans
Rhys Owen
Zachary G Goddard
Gerald Horn
Agustina Doval
OLIVIA FAE BALDWIN
Zheng Wang
Caellen H Roberts
WILLIAM JAMIESON SMITH
LOUIS BENJAMIN LACHTER
MICHAEL DAVID STADNIK
ADRIANNE DEUEL MEDFORD
DAVID LOREN GIULIERI
WILLIAM PELHAM MCNULTY
LLOYD BERNARD IDEN
William THOMAS Pappert
DEBORAH CARTER SMITH
RICHARD V. DIMAIO
RACHEL ZINS HEIMANN
Christine E Austin
TARA MULLINS TUCKER
DANIEL EGAN CHUN
DORINA RAMONA HAIAS
Aaron D Scissors
Cody Monarch
ALEXANDER MICHAEL MCGEE
Liam S McNulty
BEAU W VANGILDER
SHERYL JAN STEINHART
WALTER A ROMANS
KRESS MONARCH
TIMOTHY ROBERT CONLEY
ANGELICA PAIVA
KAITLIN D BRANCACCIO
BRIDGET MARY TUROW
William S Gardner

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