Best Investors Account Sign in

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

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WESBANCO SECURITIES, INC.

Investors

Nicholas Cole Cable
GWENDOLYN JUDITH ROTHROCK
JULIA FRANCES PAYNE
MICHAEL MORELAND
James Lee Rouse
Roxanne Juanita Jones
BRIAN D. WAAK
John S Loving
GEORGEANNE GRAYDON AIST
WILLIAM LINWOOD HOYLE
GABRIEL XAVIER ADAMS
Ibrahim Idrissa Bah
Kareem Campbell
ROBERT ALAN GERARD SMITH
GARY WAYNE BIENIASZ
Nicole Miyuki Jackson
Crystal Sage Barker
Karen B. Steppler-Krieg
Josselyn Melissa Romero Argueta
Robert Joseph Brewer
JOHN WILLIAM SNOWDEN
ANDREA GOUGH BEEGLE
MICHELLE ANN KRUHM
DAVID BRENT GOUGH
Erik Michael Thompson
LOREN JOSEPH GLASER

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