Best Investors Account Sign in

Best financial advisors in Secretary, MD

Registered advisers within 25 miles of Secretary, MD.

Offices
47
Firms
28
Combined AUM
$8.58T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,099,510 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
DRS WEALTH MANAGEMENT
EDWARD JONES
SHORE FINANCIAL ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
ANDERSEN WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WARWICK INVESTMENT MANAGEMENT

Investors

CHET HADDAWAY MCWILLIAMS
BLAKE EDWARD WHITTEN
Jack Alex Glessner
Raymond J McKeating
Grant Alexander Maloof
BRENT CHRISTOPHER FUCHS
MATTHEW DONALD SPEDDEN
LAUREN GRANDE LERCH
GARRETT A THRIFT
Wade Oursler
Blake M Saulsbury
Virginia Oursler
MATTHEW DAVID ALBERS
MICHAEL PATRICK NIXON
STACY LYNN COLDWELL
Amanda Brooke David
EDWIN HARRISON STONE
WAYNE BRUCE ZUSSMAN
KAREN LAPIER BAER
LORA F. DAVIS
CHRISTOPHER EPHRAIM PARKS
GREGORY NICHOLAS FRANKOS
Brady John Bailey
MICHAEL RICHARD ANDERSEN
ADAM LEE LYBARGER
Joseph Francis Lorenzo
CHELSEA NICOLE RALSTON
JENNIFER NICOSIA EDGELL
Allyson Michelle Adkins
Brooke A Grimes
DAVID BRIAN MILLER
ALEX NERACHER FRITZSCHE
Emma Elmes
AARON MICHAEL GABRIELIAN
BRADLEY FORREST HOLLANDSWORTH
KARL ROMAN KNADE
RICHARD JOSEPH MULLANEY
KATHERINE L KNAPP
Kara Burt
Ishmael R Willey
CHARLES ALBERT PRITCHETT
CHRISTINA ZAFFUTA SEIDEL
BRADLEY ADAM MILLER
Rachel Helen Land
GREGORY ALAN BEANE
JUSTIN C SMITH
Kirk W Thrush

Within 25 miles of Secretary, MD, Best Investors lists 28 registered investment advisory firms with 47 offices nearby, managing about $8.58T in combined regulatory AUM across 2,099,510 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 Secretary

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM