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Best financial advisors in Union Bridge, MD

Registered advisers within 25 miles of Union Bridge, MD.

Offices
283
Firms
99
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,680,208 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
VANDERBILT ADVISORY SERVICES
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES & ASSOCIATES, INC.
FOUNDERS FINANCIAL SECURITIES LLC
MAIN STREET ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED ADVISORS NETWORK LLC
RED SKY CAPITAL MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
WEALTH BUILDERS FINANCIAL GROUP LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

BARON DOUGLAS SPRINGFIELD
MATTHEW DAVID BOSSALINA
Laura Ann Beall
TONY ERLVIN SMITH
RYAN MARTIN KING
AARON MICHAEL PUCKETT
DAVID ANTHONY HEMLER
PAUL MATTHEW SORENSON
TIMOTHY JAMES BESCHNER
DAMIAN L HALSTAD
Jacob Nathaniel Puckett
Nathan Scott Spangler
Brandon Robert O'Neill
BRIAN EDWARD GARDINER
Brandon James Monahan
Jackson M Klingenberg
Patrick Thomas Gilligan
DOUGLAS PAUL VELNOSKEY
KAREN YINGLING SEIPP
COLEEN KRAMER BEAL
CLAUDETTE LOUISE BOUDREAUX
SCOTT DAVID FORD
BRYAN CARNEY
JOSEPH MICHAEL WOLF
TODD EDWARD MITCHELL
DEVIN PAUL VELNOSKEY
ROBERT WARREN ROBERTSON
LISA MARIE GORETSAS
EDWARD ALEXANDER MYERS
GREGORY GEORGE WAGNER
BLANE ANTHONY WRIGHT
TROY DOUGLAS PETRY
STEVEN ANTHONY AQUINO
Benjamin Craig Rogers
Wade Morgan Slatniske
DAVID RICHARD PELOQUIN
Craig Devonte Carozza-Caviness
ERIC CHRISTOPHER MEUSHAW
THOMAS HAYWOOD SARKES
MARK GOTTLIEB HUBER
BRANDON RICHARD CRABB
STEPHEN MICHAEL DEFEO
GREGORY MELVIN RHINES
Jonathan Colin Montgomery Winkert
Justin Byram
Michael Christopher Wali
John A Creegan
JACOB L STURGILL

Within 25 miles of Union Bridge, MD, Best Investors lists 99 registered investment advisory firms with 283 offices nearby, managing about $13.0T in combined regulatory AUM across 1,680,208 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 Union Bridge

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM