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Best financial advisors in Shady Side, MD

Registered advisers within 25 miles of Shady Side, MD.

Offices
301
Firms
122
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,373 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SHORE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONEX ADVISORS INC.
RAYMOND JAMES & ASSOCIATES, INC.
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
DRS WEALTH MANAGEMENT
M HOLDINGS SECURITIES, INC.
PFS INVESTMENTS INC.
PROSTATIS FINANCIAL ADVISORS GROUP
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

BRADLEY FORREST HOLLANDSWORTH
DAVID HILTON WHITE
LORA F. DAVIS
CHRISTOPHER EPHRAIM PARKS
EDWIN HARRISON STONE
PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry
SANDRA LEE HILD DUFF
Gabriela Isabel Marchante
ROBERT MICHAEL WOODEN
GARRETT A THRIFT
Wade Oursler
Blake M Saulsbury
Virginia Oursler
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
MATTHEW DAVID ALBERS
MICHAEL PATRICK NIXON
STACY LYNN COLDWELL
KURT NICHOLAS KNOESS
REGINALD BARRINGTON LLOYD
RYAN C HERBERT
VANESSA LYNN PRUETT-URIE
MICHAEL ANTHONY CANET
KATHERINE MARIE GROCE
Brian Canet
ANDREW STERLING ASHTON
Lawrence Kiely
KIMBERLY Anne OWEN
Roosevelt Pierre Elivert
Steven Paul Dannenmann
RONALD JOHN CAMPBELL

Within 25 miles of Shady Side, MD, Best Investors lists 122 registered investment advisory firms with 301 offices nearby, managing about $13.3T in combined regulatory AUM across 2,735,373 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 Shady Side

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM