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Best financial advisors in Sunderland, MD

Registered advisers within 25 miles of Sunderland, MD.

Offices
220
Firms
92
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,700,157 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CALVERT WEALTH MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

ANDREW SHOPE
Thomas R Riffe
Robert Allen Riffe
Kody Alec Slayton
Scott Alford
Ryan David Payne
Stephen Coffey
Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz
Michael F Yankanich
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Christopher Richard Day
Justin Lerenze Atkinson
Justin Paul Ruest
Nathan R Novotny
Federico Reyna
Leo David Ritter
John J Carey
Gemma Marie Smith
WAYNE RONALD SHOEMAKER
KAULA KEANNA JACKS
TOBIN JOHN MERGENTHALER
JUSTIN ROBERT EMMERT
MICHAEL DENNIS PAXSON
Casey Christine Styer
Elizabeth E Rockenbaugh
Paul Edward Schiavone
MICHAEL TODD RUFTY

Within 25 miles of Sunderland, MD, Best Investors lists 92 registered investment advisory firms with 220 offices nearby, managing about $12.5T in combined regulatory AUM across 2,700,157 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 Sunderland

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