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Best financial advisors in Severn, MD

Registered advisers within 25 miles of Severn, MD.

Offices
1,380
Firms
566
Combined AUM
$22.5T
Firm-wide filings, not assets booked only here
Clients
3.69M
3,687,038 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE ADVISORY
KIRK INVESTMENT ADVISORS LLC
INDEPENDENT FINANCIAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MUNICAP INC.
CITIGROUP GLOBAL MARKETS INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CAPTRUST
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PTX CAPITAL LLC

Investors

ERIK DORSEY JOHNSON
CHRISTOPHER JOSEPH KIRK
PAUL GERARD HILBERT
KAREN LYNN BRELSFORD
SULIEMAN E NURIDEEN
ISHIOMA IKUKAIWE EKANEM
KATHLEEN ANNE MULHERN WEBSTER
NANETTE BOUVIER REDIKER
KEENAN SHANE RICE
JACKIE L ABRAHAM
KELLY CHRISTINE EFFLAND
Erfan Abral
Jacob Astalos
PHYLLIS AFRIYIE
DEREK MICHAEL OTREMBA
PATRICIA MARIE CAGE
TIMOTHY JON FINKELSTON
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
JOSHUA PAUL WESZKA
Charles Joseph Bubeck
JASON WESZKA
JORDAN R HUCHT
LOUIS SALVATORE GLANTZ
AARON SLATER
ELIZABETH PALULIS MACIS
VICTORIA VIRGINIA WALKER
HOWARD DIXON ULMER
FRANK WALTER PALULIS
Jonathan Raymond Chapman Dickey
Jason Veals
BUNA B CUMBIE
Kameliya A Nikolova

Within 25 miles of Severn, MD, Best Investors lists 566 registered investment advisory firms with 1,380 offices nearby, managing about $22.5T in combined regulatory AUM across 3,687,038 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 Severn

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