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Best financial advisors in Saint Michaels, MD

Registered advisers within 25 miles of Saint Michaels, MD.

Offices
217
Firms
101
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,720,079 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

MARYLAND CAPITAL ADVISORS, INC.
ST. MICHAELS ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BAYVIEW INVESTMENT COUNSEL, INC
EAGLE STRATEGIES LLC
MODERA WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
TRED AVON FAMILY WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
FBB CAPITAL PARTNERS
PNC WEALTH MANAGEMENT LLC

Investors

MICHAEL JOHN DAMAS
Connor John Chapman
NORVAL EDWIN THOMPSON
JAMES RAY BROWN
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
Graham S Smith
ERNEST ORLANDO BRITTINGHAM
WAYNE THOMAS HUMPHRIES
BRIAN LEE HARDMAN
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
SEMENE ANNE GILDEN
WILLIAM B QUICK
DEBORAH JORDAN ELMES
STEPHANIE LYNN SAUNDERS
THERESA SHARON DURNBAUGH
RAYMOND EDGAR SUTCH
JAMES ANDREW MALENA
RONALD JOHN FLOHR
KATHRYN HARTIGAN PRATT
LISA SHAW HUNTER
GRAY DOUGLAS GEORGE BOUTTE
KATE E KRAUS
PENNY A FONTANA
John T Elmes
BRADLEY VALLIANT HILL
CRYSTAL BOWEN WISE
SHANE LAWRENCE HATFIELD
Caroline Adorni Willems
FELICIA E KEMP
THOMAS ELLIOTT HILL
FREDERICK HULVER MORGAN
FRANCES ELIZABETH SPURRY
Gretchen P Straczewski
SCOTT WHEATLEY EGLSEDER
BRETT MITCHELL SAUSE
MARTHA CALLAHAN
TRACY SIMPKINS
KATHERINE L KNAPP
Kara Burt
Ishmael R Willey
CHARLES ALBERT PRITCHETT
CHRISTINA ZAFFUTA SEIDEL
BRADLEY ADAM MILLER
Rachel Helen Land
GREGORY ALAN BEANE
JUSTIN C SMITH
Kirk W Thrush

Within 25 miles of Saint Michaels, MD, Best Investors lists 101 registered investment advisory firms with 217 offices nearby, managing about $13.2T in combined regulatory AUM across 2,720,079 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 Saint Michaels

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