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Best financial advisors in Urbana, MD

Registered advisers within 25 miles of Urbana, MD.

Offices
466
Firms
176
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,812,608 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
BESTGATE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
CADENCE PLANNING, LLC

Investors

PAUL ANDREW HYNES
Matthew Owens
Nathan S Harris
JUSTIN M RAMSBURG
Gregory S Will
Timothy Michael Stolz
JEFFREY JAMES WHEELER
ANDREW PAUL MERCER
SCOTT EDMUND FERGUSON
JASON SCOTT NICHOLS
Marco A. Soto
CHRISTOPHER H MILLER
Moni Chowdhury Engineer
Adama Hawa Diallo
Wenfei Zhou
JOSEPH JOHN CASSELLA
Vicki L Studt
EDWIN AYALA
KEITH ALAN HOOVER
BIODUN OLUWATOYIN AYO-DUROJAIYE
STACY ANN ALLGOOD SMITH
JOEL ALBERT
Christian Edwards-Saliu
Matthew Peter Lincoln
COURTNEY MICHELLE ABRECHT
TERRENCE ANDREW TAYLOR
June Heather Burton

Within 25 miles of Urbana, MD, Best Investors lists 176 registered investment advisory firms with 466 offices nearby, managing about $14.4T in combined regulatory AUM across 2,812,608 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 Urbana

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM