Best financial advisors in Trappe, MD

Registered advisers within 25 miles of Trappe, MD.

Offices

39

Firms

28

Combined AUM

$7.93T

Firm-wide filings, not assets booked only here

Clients

1.98M

1,975,161 clients when Item 5C has a number

Avg / client

$4.01M

Combined AUM ÷ clients

Nearby offices

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

601 LOCUST STREET, STE 101
CAMBRIDGE, MD 21613-1860

LPL FINANCIAL LLC

411 MUSE STREET
CAMBRIDGE, MD 21613

CETERA INVESTMENT ADVISERS LLC

301 SUNBURST HIGHWAY
CAMBRIDGE, MD 21613

RAYMOND JAMES & ASSOCIATES, INC.

404 MARVEL COURT
EASTON, MD 21601

OSAIC WEALTH, INC.

147 Main Street
Preston, MD 21655

DRS WEALTH MANAGEMENT

8133 ELLIOTT ROAD SUITE 212
EASTON, MD 21601

LPL FINANCIAL LLC

8133 ELLIOTT ROAD, SUITE 201B
EASTON, MD 21601

EDWARD JONES

114 N WEST STREET SUITE A
EASTON, MD 21601

SHORE FINANCIAL ADVISORS, LLC

21 S. HARRISON STREET
EASTON, MD 20601

FOCUS PARTNERS WEALTH, LLC

28 S. Washington Street
Easton, MD 21601

LPL FINANCIAL LLC

11 S WASHINGTON ST STE B
EASTON, MD 21601

LPL FINANCIAL LLC

30 E DOVER ST
EASTON, MD 21601

ANDERSEN WEALTH MANAGEMENT

6 WEST DOVER STREET
EASTON, MD 21601

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

36 N WASHINGTON ST
EASTON, MD 21601

RBC CAPITAL MARKETS, LLC

30 GOLDSBOROUGH STREET SUITE 200
EASTON, MD 21601-3120

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

121 N West St.
EASTON, MD 21601

OSAIC WEALTH, INC.

127 N WEST STREET 2ND FLOOR
EASTON, MD 21601

WARWICK INVESTMENT MANAGEMENT

129 N WEST STREET, SUITE 4
EASTON, MD 21601

LPL FINANCIAL LLC

142 N HARRISON ST
EASTON, MD 21601

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

114 BAY ST
EASTON, MD 21601

Firms

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES & ASSOCIATES, INC.

OSAIC WEALTH, INC.

DRS WEALTH MANAGEMENT

SHORE FINANCIAL ADVISORS, LLC

FOCUS PARTNERS WEALTH, LLC

ANDERSEN WEALTH MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RBC CAPITAL MARKETS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WARWICK INVESTMENT MANAGEMENT

Investors

Raymond J McKeating

BLAKE EDWARD WHITTEN

Jack Alex Glessner

CHET HADDAWAY MCWILLIAMS

GARRETT A THRIFT

Blake M Saulsbury

Virginia Oursler

Grant Alexander Maloof

BRENT CHRISTOPHER FUCHS

MATTHEW DONALD SPEDDEN

LAUREN GRANDE LERCH

MATTHEW DAVID ALBERS

MICHAEL PATRICK NIXON

STACY LYNN COLDWELL

Amanda Brooke David

EDWIN HARRISON STONE

WAYNE BRUCE ZUSSMAN

KAREN LAPIER BAER

GREGORY NICHOLAS FRANKOS

CHRISTOPHER EPHRAIM PARKS

Brady John Bailey

MICHAEL RICHARD ANDERSEN

ADAM LEE LYBARGER

Joseph Francis Lorenzo

CHELSEA NICOLE RALSTON

JENNIFER NICOSIA EDGELL

Allyson Michelle Adkins

Brooke A Grimes

DAVID BRIAN MILLER

ALEX NERACHER FRITZSCHE

AARON MICHAEL GABRIELIAN

KARL ROMAN KNADE

RICHARD JOSEPH MULLANEY

BRADLEY FORREST HOLLANDSWORTH

KATHERINE L KNAPP

Ishmael R Willey

CHARLES ALBERT PRITCHETT

CHRISTINA ZAFFUTA SEIDEL

BRADLEY ADAM MILLER

Rachel Helen Land

GREGORY ALAN BEANE

Within 25 miles of Trappe, MD, Best Investors lists 28 registered investment advisory firms with 39 offices nearby, managing about $7.93T in combined regulatory AUM across 1,975,161 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 Trappe

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM