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Best financial advisors in Welcome, MD

Registered advisers within 25 miles of Welcome, MD.

Offices
229
Firms
104
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,079,307 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
FIRST COMMAND ADVISORY SERVICES
KING GEORGE CAPITAL MGMT, INC.

Investors

JESSICA MAE REPASI
JOHN DANIEL SALAN
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
BENJAMIN WADE COMPTON
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
Philip Wallace Watson
Keven W Kling
Jennifer E Kling
Mark Farney
GREGORY WILLIAM CONKLIN
Shaun Everett Kline
Mark Gordon Walker
Liam Campbell
GEORGE AUSTON SNOOK
Khiry Devan Lee
RICHARD HOFFMAN HOY
Elizabeth Mara Cosden
DAVID CLIFTON DYER
STEPHEN ARTHUR BROWN
Linda Sims
Robert Joseph Brewer

Within 25 miles of Welcome, MD, Best Investors lists 104 registered investment advisory firms with 229 offices nearby, managing about $13.2T in combined regulatory AUM across 3,079,307 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 Welcome

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