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Best financial advisors in Upper Marlboro, MD

Registered advisers within 25 miles of Upper Marlboro, MD.

Offices
1,104
Firms
537
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.65M
3,645,414 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CALVERT WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
COMMONWEALTH FINANCIAL NETWORK
WESBANCO SECURITIES, INC.
E. ROGER FINANCIAL GROUP

Investors

MICHAEL TODD RUFTY
KAULA KEANNA JACKS
Ibrahim Idrissa Bah
Jarvis Fullenwilder
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Nicholas Thomas Boyd
JOHN THOMAS STONE
KELLY COLLEEN SHEAHAN
Michael F Yankanich
WILLIAM ALEXANDER SMITH
WOODROE LEACH
Michael Taylor DeBord
Cory Hunter Gertz
Stephen Coffey
Christina Coffey
ROBERT LEE DAVIS
BRIAN D. WAAK
Karen Marie Foley
Kim Marcia Galbreath
Mark Gyle Spitler
Kenneth Hopkins
Joseph Samuel DeAcosta
Ryan David Payne
Celvin N Reyes Ramos
Terry Michael Reinhart
BRIAN PATRICK MACLEAN
LOREN JOSEPH GLASER
EARL ROGER KING

Within 25 miles of Upper Marlboro, MD, Best Investors lists 537 registered investment advisory firms with 1,104 offices nearby, managing about $19.5T in combined regulatory AUM across 3,645,414 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 Upper Marlboro

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