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Best financial advisors in Stevenson, MD

Registered advisers within 25 miles of Stevenson, MD.

Offices
825
Firms
286
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,114,724 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

COMPOSITION WEALTH, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
ALLSTATE FINANCIAL ADVISORS, LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
WORTHY FINANCIAL SERVICES
OSAIC WEALTH, INC.
CAPE INVESTMENT ADVISORY, INC.
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Theodore Rollin Crites
MATTHEW CULLEN CHENEY
BRIAN LEE DRUMGOOLE
ELIZABETH ANN HARTMAN
MICHELE PATRICIA HARTMAN
Roosevelt Pierre Elivert
Steven Paul Dannenmann
RONALD JOHN CAMPBELL
Kevin S Hoy
JACOB L STURGILL
James Wilson Carroll
RUSSELL ARTHUR JENSEN
WILLIAM CLEMENT MARTIN
JASON SCOTT DUVALL
GREGORY PATRICK KLINGLER
BUNA B CUMBIE
JOSHUA PAUL WESZKA
Charles Joseph Bubeck
JASON WESZKA
JORDAN R HUCHT
LOUIS SALVATORE GLANTZ
AARON SLATER
ELIZABETH PALULIS MACIS
VICTORIA VIRGINIA WALKER
HOWARD DIXON ULMER
FRANK WALTER PALULIS
Jonathan Raymond Chapman Dickey
TIMOTHY JON FINKELSTON
MATTHEW JOHN DAY
JOHN EDWARD DAY
MICHAEL JOSEPH BRANTHOVER
MATTHEW ALLEN GARDNER

Within 25 miles of Stevenson, MD, Best Investors lists 286 registered investment advisory firms with 825 offices nearby, managing about $18.8T in combined regulatory AUM across 3,114,724 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 Stevenson

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