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Best financial advisors in Takoma Park, MD

Registered advisers within 25 miles of Takoma Park, MD.

Offices
1,969
Firms
788
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,357 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
BNB WEALTH MANGAGEMENT, LLC
MONEY PLANS
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROSSBY FINANCIAL, LLC
AUDIBLE WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC

Investors

JOYCE ANN WALLACE
TAWANA PATRICE MENSAH
BRIAN JOSEPH HANEY
RAYNOLD WILMOT MENSAH
CHRISTOPHER MAURICE PIRTLE
KENNETH Arrington CLARKE
Nigel V Smith
EDITH ELIZABET BONILLA
ZACHARY HEAD
FELDY FIRMANTO SUWITO
MIGUEL ANTONIO PADILLA
ANDREW ROLAND BELLAMAH
ANDREW JOSEPH BELLAMAH
DENISE JANICE LEISH
ELIZABETH IONE CRUZ
Andres Santiago Dardon Goodall
JOSEPH PATRICK MARTIN
BRITA MICHELE JONES
Nancy Burns Brzozowski
Angela Vaughan
Eric Daegun Han
Gary Paul Diegert
FRANCES ANN TOLER
Gulielma Leonard Fager
Hazel Toler
Isiah John Williams
VERONICA MARCELA FUENTES
JONATHAN Maxwell MCKINNEY
Monica Alisa Carlos
Guadalupe Lechuga
Laura Beatriz Gonzalez Portillo
David Johnson
Antonio Lemount Thomas

Within 25 miles of Takoma Park, MD, Best Investors lists 788 registered investment advisory firms with 1,969 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,357 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 Takoma Park

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM