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Best financial advisors in Spencerville, MD

Registered advisers within 25 miles of Spencerville, MD.

Offices
2,040
Firms
832
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
4.00M
3,996,473 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
BROWN CAPITAL MANAGEMENT, LLC
ULTRATECH CAPITAL PARTNERS
8TH STREET INVESTMENTS, LLC
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDELMAN FINANCIAL ENGINES
MOORS & CABOT, INC.
GREENHOUSE FUNDS LLLP
COLUMBIA CAPITAL
UNION STREET PARTNERS LLC
MCLAUGHLIN RYDER INVESTMENTS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
COVENANT WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
LASTING LEGACY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AVENIR CORPORATION

Investors

ROBIN LYNN CORLEY
MAURICE LAMAR HAYWOOD
DAMIEN LAWRENCE DAVIS
ROBERT E BURKS
MICHAEL EDWARD SHEA
LISA CARROLL PENDLEY
ROBIN L CHRISTMAN
MICHAEL ROY SLAYMAKER
GEORGE TYLER MICHAEL
Kevin Timothy Hoonan
THOMAS ANDREW GRAHAM
ELIZABETH CECCHINE MILLER
Mark Allen Stull
Caroline Fauquier
Gerald Lee Lyon
Neil Jude Goetzman
Charalambos Ferssizidis
RICHARD DRUMMOND LONG
James Douglas Hempstead
JOHN FOGARTY MCCAFFERTY
GRANT THOMPSON
ISABEL ANGELINA BARROW
LAKEISHA NICOLE HILL
WINFIELD KEYS MAYNE
Thomas Wilbur Jewsbury
AKHIL RAJIV IYENGAR
MICHAEL JOHN KURKA
Hope Marian Goetzman
Neil Charles Goetzman
Jacobson P Truex
MICHELLE GLICKLIN
SHAWN PATRICK MCLAUGHLIN
NIKLAUS W PLEISCH
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
Melissa Carriles Biggham
WILLIAM HENRY HALL
Marcela Arimany
KENNETH SUGGETT GEORGE
JAMES HARRIS ROONEY
James Stephens Emanuelson

Within 25 miles of Spencerville, MD, Best Investors lists 832 registered investment advisory firms with 2,040 offices nearby, managing about $23.8T in combined regulatory AUM across 3,996,473 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 Spencerville

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