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Best financial advisors in Upperco, MD

Registered advisers within 25 miles of Upperco, MD.

Offices
664
Firms
244
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,108,402 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
LOMBARD ADVISERS INCORPORATED
PNC WEALTH MANAGEMENT LLC
FOUNDERS FINANCIAL SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WORTHY FINANCIAL SERVICES
PERSPECTIVE WEALTH MANAGEMENT
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.

Investors

Maynard Albert Tiahrt
Daniel James Chilcoat
DONALD EUGENE OATES
James Wilson Carroll
RUSSELL ARTHUR JENSEN
Emily Darrell Mascio
MARK JOHN DARRELL
Nathaniel David High
Nicholas J Over
DAVID PATRICK MCCABE
RONALD ALLEN RUFFNER
Thomas Edward Custance
Lisa Allynn Wight
RUTH ANNE SLIVIAK
GILLIAN CAROLE LOTZ HOPKINS
Kayla Miles Shockett
DANIEL STIRLING TAYLOR
David Lawrence Crabtree
JASON SCOTT DUVALL
Jahaira Zorrilla
ADAM JOSEPH CHAVIS
ELI JOSEPH ADAMS
Nicholas Paul Mangione
MICHELE LOUISE BURCH-LIPPINCOTT
NICHOLAS JOSEPH BARBIERI
Ariana Mary Mary Waitkavicz
JONATHAN PALMER MURRAY
NICOLE KALINOSKY
SUSAN SADLER WOELPER
TRACEY DUBREE
JASON CHRISTOPHER LOWY
JASON B CONNOR
LAURA ANN DIAMOND
COLBY ALLEN BUSS
BLAISE JOSEPH EDWARD AHEARN
Matthew Steven Conant
RUSSELL J WEBER
BRIAN CONNOR DOAK
BENJAMIN J KELLAR
PALMER DAVID MURRAY
ALAN ROBERT CULINER
DONALD PAUL STONE
WARREN DOUGLAS MCPETERS
THOMAS W SPRAY-FRY
ROBERT HARRISON ELLRICH
Slater Robert Ottenritter
Parker Wynot
EVAN TODD HORN
ANDREW SCOTT HOROWITZ
KATHERINE BAYS ARMSTRONG
LAWRENCE ERIC WYSS
PAUL M BAADER
ELIZABETH RANDOLPH PAAL GOSS
CHRISTOPHER RICHARD RUBY
MARK A RICH
ROSS HAMILTON EAGLES
Andrew James Shaffer
John Eaton Bradley
Madison Ewing Rexford
Nicholas Purcell
KYLE HAYS
RICHARD EARL GRACE
CHRISTOPHER EDWARD PORTNER
STEPHEN CRAIG MCDERMOTT
STACEY SPEDDEN-IRRGANG
JOHN GILMAN MCCARTHY
ROBERT MARTIN FRY
JAMES LANGFORD SPIES
NEIL ANTHONY GUNTER
STEPHEN CHARLES MERRILL
JACOB PETER FENLASON
Claire Gracie
Connor McDermott
JENNIFER JAN VANCURA
JOSEPH JOHN DANKOWSKI
NASSER ALI
Silas Lance Hoxie
Abraham Martin Miller

Within 25 miles of Upperco, MD, Best Investors lists 244 registered investment advisory firms with 664 offices nearby, managing about $17.2T in combined regulatory AUM across 3,108,402 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 Upperco

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM