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Best financial advisors in Taneytown, MD

Registered advisers within 25 miles of Taneytown, MD.

Offices
194
Firms
71
Combined AUM
$9.99T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,553,477 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
OSAIC ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
GLOBAL BROKERAGE SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL ADVISORY SERVICES, LLC
LIFEMARK SECURITIES CORP.
THRIVENT ADVISOR NETWORK, LLC
FINANCIAL CONSULATE

Investors

MATTHEW DAVID BOSSALINA
BARON DOUGLAS SPRINGFIELD
DAVID POEHLMANN
Thomas John Paholsky
Clinton J Forry
Brittany Fisher
Joshua Hoffman
RICHARD DAVID ALEXANDER
KIRK BYRON COWDEN
Charlene Bridger
Garrett Rohrbaugh
KELLY Layton KAMPSTRA
JAMES VANCE KAMPSTRA
Connor Matthew Smith
MIKHAIL ABUZOV
Aaron Smith
Erik Jeffrey Hendricks
DAVID KENNETH HEIGES
Frank Carl Pizzuto
Gabriel Dwayne King
Brandon James Smith
Roger William Tabler
J Scott HILL
RYAN ANDREW FOX
NATHAN ADAM HOCKLEY
JAMES ANDREW DUNLOP
Holly Rosensteel
Robert Comer Boehner
Leo Anthony Lavezza
SARAH ELIZABETH BRECHBUEHL
JOSEPH GAGLIARDI JR

Within 25 miles of Taneytown, MD, Best Investors lists 71 registered investment advisory firms with 194 offices nearby, managing about $9.99T in combined regulatory AUM across 1,553,477 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 Taneytown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM