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Best financial advisors in Walkersville, MD

Registered advisers within 25 miles of Walkersville, MD.

Offices
224
Firms
84
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,700 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
MONOCACY WEALTH MANAGEMENT, LLC

Investors

Laura Ann Beall
Gabriella Teresa Damiano
LAUREN A STORM
ANDREW GILBERT
MATTHEW TOPPER
William SWINSON Peacock
KAREN A JOHNSON
JEFFREY DAVID HILWIG
Susan Elizabeth Edmiston
Hunter M Romanoff
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
Kevin R Moore
TIMOTHY J MOORE
HENRY ROSS WIXON
BRUCE E JOHNSON
Peter Christopher Loysen
KATHY EICHELBERGER SCHULTZE
MARK ANDREW MAYER
SUSAN A CLIME
MELINDA L SCHRUM
WILLIAM MICHAEL COFFEY
SHANE EVANS FRITTS
Joshua Daniel Donofry
Nicholas Schwarzenberg
Ivan Magalhaes Dos Santos
Zachary M Brady
ERIC MICHAEL JOHNSON
EDWARD GUION KAIN
Timothy Lawrence Miller
Carter Shaffer

Within 25 miles of Walkersville, MD, Best Investors lists 84 registered investment advisory firms with 224 offices nearby, managing about $10.4T in combined regulatory AUM across 2,735,700 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 Walkersville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM