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Best financial advisors in Stockton, MD

Registered advisers within 25 miles of Stockton, MD.

Offices
21
Firms
13
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
449K
449,400 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TLG ADVISORS, INC.
WEALTHSPIRE ADVISORS
WEALTHSPIRE RETIREMENT ADVISORY
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAPITOL SECURITIES MANAGEMENT, INC.

Investors

JEFFREY WILLARD MARSHALL
KAREN JILL HALL
Alexis Roskovich Mumford
CARRIE REGINA DUPUIE
COLLIN DANIEL MACOMBER
JOHN HENRY REPASS
CHRISTOPHER DONALD HOEN
CURTIS GORDON MACOMBER
Jessica Ann Eisemann
Deena Kenney Mills
Sarah L Edwards
Samantha Chesley
Dylan S Thompson
JERIENE REED
William Robert Staples
KIMBERLY SARAH MAGAHA
LUKE STEVEN SMITH
GARY PAUL DESJARDINS
Trent W Hofmeister
Jude Christopher Cypher
Durene Lenis Wilhelmi
Allyson Christensen Wade
OSBORNE DAHLGREN CHRISTENSEN
MARK LINWOOD GRANGER
Gregory Scott Holman
ERIC WILLIAM JOHNSTON
CAROL DANAE KURTZ
MARK ALAN OUTTEN
JOSHUA PAUL THOMAS
Corey Boerner
Charles Gordon Adams
Michelle Lee Gerlitzki

Within 25 miles of Stockton, MD, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $3.50T in combined regulatory AUM across 449,400 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 Stockton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 WEALTHSPIRE RETIREMENT ADVISORY 146 advisers $38.6B AUM 8 WEALTHSPIRE ADVISORS 400 clients · 245 advisers $34.3B AUM