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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

HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROSSBY FINANCIAL, LLC
BROOKSTONE WEALTH ADVISORS, LLC
FINANCIAL & TAX ARCHITECTS, LLC
EAGLE STRATEGIES LLC
PNC WEALTH MANAGEMENT LLC
LIFEMARK SECURITIES CORP.
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
WIDMANN FINANCIAL SERVICES
COMMONWEALTH FINANCIAL NETWORK

Investors

JOMO ATTIIM HYLTON
PAUL ARTHUR COLBERT
ADRIAN VANCE WILCOX
James Lee Rouse
MELISSA B REAKTENWALT
John Francis Mulheron
Dennis Joseph Donnelly
ALAN DWAYNE JOHNSON
KIRK RONALD BLACKMAN
BEVERLY D. THOMAS
CINAWAYE DONYALE ELIVERT
TOBIN JOHN MERGENTHALER
ALPHONSO HOUSTON
NEYCI YADIRA SUED
KEVIN QUAY WILLIAMS
Rochelle Stevenson Brown
Kendall Pace
WILLIAM GAINES
LAURA ANN RUIZ
ROBERT PRIESTER READY
Justin M Horner
ARDEN THOMAS WIDMANN
Victor David Maldonado
Brandon John Robert Gaines
DAVID CLARK WOLF
Rebecca M Snyder
JAMES ALLEN
Agaitha Mae Allen

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