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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

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
BLUEPRINT WEALTH MANAGEMENT INC.
PEOPLE FIRST FINANCIAL ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC
LEE FINANCIAL ASSOCIATES, INC.
OSAIC WEALTH, INC.
FOUNDERS FINANCIAL SECURITIES LLC
PRIMAS FINANCIAL PLANNING
THRIVENT INVESTMENT MANAGEMENT INC.
VICUS CAPITAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jordan N Banks
PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry
SANDRA LEE HILD DUFF
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
WILLIAM SPRUILL
Jade NICOLE Chang
JIANMIN YOU
Eduardo BILAGOT Solang
RAVINDRA NATH DIXIT
DAVID SCOTT ASHER
CHRISTINA FRANCES FOSTER
TIMOTHY MICHAEL HEIDENBERG
Gregory William Rooney
JORDAN SCHMUCHER WILSON
KATRINA ROMONA RIDDICK
ANTHONY KAYODE ADENIKINJU
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
MARK ANDREW TIMMICK
Elizabeth Plot
Mitchell Todd Kallemyn
Seythe Leffall-McCoy
TRAVIS ALEXANDER DROWN
Adam Brubaker
Jamie Matthew Waldren

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