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Best financial advisors in Tracys Landing, MD

Registered advisers within 25 miles of Tracys Landing, MD.

Offices
294
Firms
115
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,771 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
RCS FINANCIAL PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
JWC CAPITAL MANAGEMENT, LLC
CHAMPION FINANCIAL PLANNING GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
VALUEWEALTH SERVICES, LLC
DMK ADVISOR GROUP, INC.
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
CWM, LLC
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

BENJAMIN DAVID SPIKER
Amy Smith
THADDEUS NORMAN TOAL
Amanda N Hopkins Clouser
Mark David Frederick
JOHN VICTOR MURPHY
TAMMIE LYNN WILLIAMS
KATHLEEN BELDEN SCHOFF
THOMAS JOHN LEWANDOWSKI
ROBERT CALVERT MORELAND
DANIELLE ANN NEWMAN
MILLARD F HEROLD
Kyle T Spilman
SCOTT DAVID MARTIN
STEPHEN BENJAMIN ROOT
BRIAN J BAUER
BRYAN JOSEPH HENDRICKS
KENNETH M BARKMAN
CHRISTINE M MANTICH
DIANNA JONES
MARY A GANLEY
COLLIN FLEMING
HANAH KAY RUMPLER
KRISTIN M ADAM
STACEY MARIE WILDBERGER
KIMBERLY ANNE BERRY
GREGORY BEALE MILBURN
JONATHAN KIRK JAY
DAVID MICHAEL BUTLER
JAMES IGNATIUS DUNN
SHARON LYNN LENZI
STEPHEN PAUL MINOR
KEVIN PATRICK GILLIGAN
TIMOTHY DANIEL CUSACK
JENNIFER KASPER
Michael William Nolan
MICHAEL ANTHONY CALABRESE
NICHOLAS VOYTON
JACOLYN HELEN WETMORE
DAVID ALLEN BALLARD
WAYNE RONALD SHOEMAKER
STEPHEN L DERRICK
CHARLES L DERRICK
CHRISTOPHER EDWARD GILL
GEORGE A BUCHHEISTER
JOHN ROBERT DIXON
TROY ADAM COOK
Alexander Mark Baloga
RODNEY ARIN BECKER
PETER STUART WYROUGH
DOUGLAS DANIEL COE
PAUL DAVID BURNS
GREGORY JAMES KARANZALIS
NICOLE BELANGER
KEVIN M PETERSON
KYLE GRIMM DIXON
MATTHEW JOSEPH O'KEEFE
Walter Beres Stundick
ANNA MARIE FAGAN
KEVIN QUAY WILLIAMS
John Rohrs
Brandon M Reichert

Within 25 miles of Tracys Landing, MD, Best Investors lists 115 registered investment advisory firms with 294 offices nearby, managing about $12.7T in combined regulatory AUM across 2,713,771 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 Tracys Landing

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