Best financial advisors in Severna Park, MD

Registered advisers within 25 miles of Severna Park, MD.

Offices

793

Firms

287

Combined AUM

$18.2T

Firm-wide filings, not assets booked only here

Clients

3.12M

3,117,079 clients when Item 5C has a number

Avg / client

$5.85M

Combined AUM ÷ clients

Nearby offices

FOUNDERS FINANCIAL SECURITIES LLC

540 Ritchie Highway Suite 300
Severna Park, MD 21146

PERSICO ASSET MANAGEMENT

540 RITCHIE HIGHWAY SUITE 305
SEVERNA PARK, MD 21146

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

314 Ritchie Hwy
Severna Park, MD 21146

CASSILLY & APPEL, INC.

570 BALTIMORE ANNAPOLIS BOULEVARD
SEVERNA PARK, MD 21146

CASSILLY FINANCIAL

572 BALTIMORE ANNAPOLIS BLVD
SEVERNA PARK, MD 21146

LPL FINANCIAL LLC

302 RITCHIE HIGHWAY
SEVERNA PARK, MD 21146

AE WEALTH MANAGEMENT, LLC

7 Riggs Ave
Severna Park, MD 21146

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

601 BALTIMORE ANNAPOLIS BLVD
SEVERNA PARK, MD 21146

LPL FINANCIAL LLC

436 BENFIELD ROAD
SEVERNA PARK, MD 21146

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

4 EVERGREEN ROAD SUITE 200 [SATELLITE]
SEVERNA PARK, MD 21146

CORNERSTONE ADVISORY

2 Evergreen Road
Severna Park, MD 21146

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

645 BALITMORE ANNAPOLIS BLVD. SUITE E-36
SEVERNA PARK, MD 21146

LPL FINANCIAL LLC

645 BALTIMORE ANNAPOLIS BLVD STE 218
SEVERNA PARK, MD 21146-3934

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

645 BALTIMORE ANNAPOLIS BLVD SUITE 200
SEVERNA PARK, MD 21146

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

645 BALTIMORE ANNAPOLIS BLVD. SUITE 200
SEVERNA PARK, MD 21146

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

523 Benfield Rd Suite 201
Severna Park, MD 21146

INTEGRATED WEALTH CONCEPTS LLC

529 BENFIELD ROAD SUITE 250
SEVERNA PARK, MD 21146

EDWARD JONES

479 JUMPERS HOLE RD SUITE 202
SEVERNA PARK, MD 21146

CETERA INVESTMENT ADVISERS LLC

650 RITCHIE HWY. SUITE 203
SEVERNA PARK, MD 21146

KESTRA ADVISORY SERVICES, LLC

819 RITCHIE HWY SUITE 1015
SEVERNA PARK, MD 21146

Firms

FOUNDERS FINANCIAL SECURITIES LLC

PERSICO ASSET MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CASSILLY & APPEL, INC.

CASSILLY FINANCIAL

LPL FINANCIAL LLC

AE WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CORNERSTONE ADVISORY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

INTEGRATED WEALTH CONCEPTS LLC

CETERA INVESTMENT ADVISERS LLC

KESTRA ADVISORY SERVICES, LLC

Investors

JOHN CHRISTOPHER PERSICO

PATRICK JOSEPH DELANEY

FREDERICK NELSON CASSILLY

David Jakob Bauer

Christian Thomas Locher

JASON FRANCIS LABARGE

DANIEL EDWARD KLOSTERMAN

MICHAEL GARNER HILLIARD

JOHN ERNEST BURKHARDT

Mark Hal Kamins

Keith Michael Manning

JOHN EDWARD BARNES

ROGER WARREN MOORE

Ryan Michael Wentworth

DONALD OWENS HARRISON

PAUL FLETCHER BURDETT

AMY CAROLINE TAYLOR

Paul Fletcher Burdett

RICHARD CLYDE COX

PAUL RYAN WEAVER

KENNETH M. PUMPHREY

RICHARD CHARLES OSMAN

Brian Michael Conrad

NICOLE MONJA DEANGELO

GARY THOMAS MOTT

REBECCA CHARLOTTE CRAIG

Within 25 miles of Severna Park, MD, Best Investors lists 287 registered investment advisory firms with 793 offices nearby, managing about $18.2T in combined regulatory AUM across 3,117,079 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 Severna Park

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM