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Best financial advisors in Stevensville, MD

Registered advisers within 25 miles of Stevensville, MD.

Offices
278
Firms
119
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,734,898 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

BAYVIEW INVESTMENT COUNSEL, INC
EAGLE STRATEGIES LLC
MODERA WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ISLANDS EAST ADVISORS
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MARYLAND CAPITAL ADVISORS, INC.
TAM FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
ACCORDANT ADVISORY GROUP, INC.
THE ELLERSON GROUP INC
WESTBOURNE INVESTMENT ADVISORS INC.
MORGAN STANLEY
MOORS & CABOT, INC.

Investors

ERNEST ORLANDO BRITTINGHAM
WAYNE THOMAS HUMPHRIES
BRIAN LEE HARDMAN
JOHN DANIEL EBINGER
WILLIAM JOSEPH HUFNELL
Graham S Smith
CHRISTOPHER TODD WILHOIT
JASON JOHN BOGACZYK
ALFRED FRANK CASSINELLI
MEGAN PENN
THOMAS Leonard JUDGE
Adam West Martin
Kevin Caldwell
STEVEN BLAIR MCCARTIN
ROBERT FRANCIS SULLIVAN
JAMES RAY BROWN
MICHAEL JOHN DAMAS
Connor John Chapman
MICHAEL LOREN MARVIN
CHASE WILLIAM CULLISON
JOHN JOSEPH DILLON
DEBRA MEGEE DILLON
GEORGE KELBY GELSTON
Samuel Edward McKee
DAVID RITCHIE MCKEE
DAVID EDWARD SHEIMAN
JAMES PATTESON ELLERSON
ANTHONY STUART CLARK
JONATHAN S. LEVIN
BRUCE STEVEN KROMMINGA
SCOT EDWARD LABIN
JOSEPH CHRISTOPHER WILKINSON
DAVID HAMMOND CUNNINGHAM
CHARLES EDWARD KRICK
MOLLEDA LACH KOY
CHRISTOPHER PAUL ACCINELLI
Aladin M Bacolodan
PETER CHRISTOPHER BOYLE
Ashley L Roy
STACEY LAURA ALVIANI
THOMAS B HUTCHESON
JOHN MUELBE SIGLER
MICHAEL LAWRENCE SCHENK
JOHN A WIRTH
FRANK RAY LINK
DERRICK TEMON JACKSON
KRISTIN GILLIS LONG
JONATHAN WORTHINGTON STEELE
YVONNE ANNETTE LIVELY
CAITLIN RHIANNA JOHNSTON
Nickolas Chrysostomos Diamondidis
Taylan Young
Brandon M Kerrigan
THOMAS COLLINS ERVIN
KEITH MANNING HENDRICK
MARJORIE SUE INDEN
CARLOS B. WILDER
JAMES MOORHEAD VERMILYE
DANIEL ROBERT SNYDER
LISA MARIE KITTNER
JEFFREY R MCKEE
THOMAS D PETTY
CAITLIN NORA CARTER
CHAD WILLIAM HOUSER
Carrie G Guy
JAMES ROBERT SNYDER
ROBERT DESHIELDS PETTY
CLARENCE ARTHUR MURRAY
CHRISTOPHER ALLEN BOYLE
Mave J Wellington
PAUL LAWRENCE FOWLER

Within 25 miles of Stevensville, MD, Best Investors lists 119 registered investment advisory firms with 278 offices nearby, managing about $13.3T in combined regulatory AUM across 2,734,898 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 Stevensville

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