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Best financial advisors in Sudlersville, MD

Registered advisers within 25 miles of Sudlersville, MD.

Offices
66
Firms
49
Combined AUM
$6.22T
Firm-wide filings, not assets booked only here
Clients
846K
845,851 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STIFEL INDEPENDENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENCE SQUARE HOLDINGS, LLC
EDWARD JONES
CSG FINANCIAL
OSAIC ADVISORY SERVICES, LLC
LATTICE CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ONYX BRIDGE WEALTH GROUP LLC
SAVANT WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.

Investors

John Joseph Noone
KATY MACIELAG LIGHTBURN
John F Macielag
SARAH VAN FOSSEN SCHUT
MARTIN E KNIGHT
KRISTEN WRIGHT OWEN
Nicole Lee Caringal
BRUCE JAMES VALLIANT
MARY ELLEN VALLIANT
Michael S Nickerson
Stephen B Houston
Lee Crantz Moran
Shane Arthur Galante
Steven Patrick Calio
Zachary Joseph Stone
JOHN JOSEPH CVACH
Lindsay Kathryn Dougherty
Charles Wyatt Thurman
JEFFREY CLIFTON DRURY
PAUL RANDALL MAYNOR
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN
RONALD PAUL VASCIK
CHRISTINE LAWRENCE
JUDITH ANNE PFLAUMER
SCOTT CLAYTON CRAWFORD
Philip J D'Elia
HINESH R MODI
Michael David Sandy
Alexandra Vazquez
Mary Kaltreider
WILLIAM JOSEPH REESE

Within 25 miles of Sudlersville, MD, Best Investors lists 49 registered investment advisory firms with 66 offices nearby, managing about $6.22T in combined regulatory AUM across 845,851 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 Sudlersville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM