Best financial advisors in West Ocean City, MD

Registered advisers within 25 miles of West Ocean City, MD.

Offices

56

Firms

26

Combined AUM

$6.29T

Firm-wide filings, not assets booked only here

Clients

891K

890,535 clients when Item 5C has a number

Avg / client

$7.07M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

215 N MAIN STREET
BERLIN, MD 21811

EDWARD JONES

29 BROAD ST SUITE 101-B
BERLIN, MD 21811-1052

PNC WEALTH MANAGEMENT LLC

31231 AMERICANA PARKWAY
SELBYVILLE, DE 19975

STATE FARM INVESTMENT MANAGEMENT CORP.

16 W Church Street
Selbyville, DE 19975

EDWARD JONES

4 N MAIN ST SUITE 2
SELBYVILLE, DE 19975

BACK BAY FINANCIAL PLANNING & INVESTMENTS

39682 SUNRISE COURT #303
BETHANY BEACH, DE 19930

12.9 miles away

LPL FINANCIAL LLC

61 WEST AVE
OCEANVIEW, DE 19970

13.5 miles away

EDWARD JONES

111 ATLANTIC AVE SUITE 3
OCEAN VIEW, DE 19970

13.6 miles away

LPL FINANCIAL LLC

38015 TOWN CENTER DRIVE
MILLVILLE, DE 19967

13.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

38011 TOWN CENTER DR
MILLVILLE, DE 19967

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

701 BETHANY LOOP SUITE 1
BETHANY BEACH, DE 19930

14.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

32442 Royal Blvd Dagsboro, DE, USA, 19939
Dagsboro, DE 19939

14.9 miles away

CETERA INVESTMENT ADVISERS LLC

28485 DUPONT BLVD BLDG 2
MILLSBORO, DE 19966

18.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

29848 Millsboro Hwy
Millsboro, DE 19966

18.8 miles away

GREENWICH FINANCIAL ADVISORS, LLC

32157 IVORY GULL
MILLSBORO, DE 19966

18.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

28371 Dupont Blvd Ste 3 PO Box 1257
Millsboro, DE 19966-1224

STATE FARM INVESTMENT MANAGEMENT CORP.

29787 John J Williams Hwy
Millsboro, DE 19966-4097

19.2 miles away

J.P. MORGAN SECURITIES LLC

26500 Victorias Landing Rd
Millsboro, DE 19966

19.3 miles away

LPL FINANCIAL LLC

31860 LONG NECK ROAD
LONG NECK, DE 19966

EDWARD JONES

24077 COUNTRY LIVING RD SUITE 5
MILLSBORO, DE 19966

20.2 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

BACK BAY FINANCIAL PLANNING & INVESTMENTS

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

GREENWICH FINANCIAL ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Investors

CARRIE REGINA DUPUIE

Alexis Roskovich Mumford

Gia Sylvia Raines

Kelly Sloan Brion

Scott Sherman Smith

Jeffrey Dean Carr

STEPHEN EARL HILL

Michael Franchino

MARINA TOWNSEND

SUSAN ELIZABETH BAROCH

RICHARD NELSON SOLLOWAY

ANTHONY WADE MILAM

JOSEPH DAVID SCHROEN

Regina Esposito Chavez

KIMBERLY Jones Benton

BRUCE WILLIAM KRAMER

ANDREW RAY SAMMONS

CHRISTOPHER CHARLES THEIS

Charmaine Nytasha Linnea Davis

CHARLES IRWIN HALL

Justin E Weible

Christopher Perrin

MATTHEW PHILIP UNGER

Lance Douglas Rogers

Jonathan D Hodges

Within 25 miles of West Ocean City, MD, Best Investors lists 26 registered investment advisory firms with 56 offices nearby, managing about $6.29T in combined regulatory AUM across 890,535 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 West Ocean City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM