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Best financial advisors in University Park, MD

Registered advisers within 25 miles of University Park, MD.

Offices
2,023
Firms
803
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,565 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

BLUESTONE® FINANCIAL ADVISORS, LLC
FAMILY OFFICE RESEARCH, LLC
EPIDAREX CAPITAL MANAGEMENT LLC
COUNCILOR WEALTH LLC
BEYOND FINANCIAL PLANNING, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
GLOBAL RETIREMENT PARTNERS LLC
HUB INVESTMENT PARTNERS, LLC
ALIKOS WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
BETHESDA FINANCIAL ADVISORS, LLC
SNOWDEN CAPITAL ADVISORS LLC

Investors

ANDREW SCOTT COSGROVE
Morgan Alexandra Freund
SEAN MOREHOUSE MCELHANEY
SCOTT MATTHEW FREUND
Reema Ambrish Patel
Abbie Niehoff Frishman
GREGORY MICHAEL ESTES
JUDITH PARMELEE BARNHARD
DEBORA ELLEN MAY
STEVEN SCHLEUPNER
STEPHANIE LYNN ANDERSON
DREW MICHAEL CULVER
MICHAEL FRANKLIN BREADY
DANIEL LEO GORDON
JOEL STANLEY GOLDBERG
J. HUNTER HART
EUGENE NORMAN DANILLER
MARC SCOTT SCHLIEFER
MICHAEL SEAN BERISS
DAVID JOHN MUNSON
Kyle Samuel Schliefer
DIANE ELENA KESSLER
BRIAN JOSEPH DINKA
EDUARDO LIMA CORREA
WILLIAM JAMES SNOKE
JAMES ERIC KEENEHAN
Samantha Kaufman
ELIZABETH KATHLEEN REHBEHN
ALEXANDER GEORGE ASSALEY
ALLISON LOUISE ROSENBERG
ALEX HSU
JASON WILLIAM DAHL
Jensen Lorea
Daniel Timothy Ryan
Peter Thomas Ryan
Jade Marisa Wilson
BEVERLY D. THOMAS
Casey Ann Bettencourt
CHRIS ALAN BETTENCOURT
RYAN PERRAUT
ALEX EDWARD BRYER

Within 25 miles of University Park, MD, Best Investors lists 803 registered investment advisory firms with 2,023 offices nearby, managing about $21.5T in combined regulatory AUM across 4,010,565 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 University 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