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Best financial advisors in West River, MD

Registered advisers within 25 miles of West River, MD.

Offices
367
Firms
148
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,812,557 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
HARMONY WEALTH ADVISORS, LLC

Investors

Paul Edward Schiavone
TOBIN JOHN MERGENTHALER
KAULA KEANNA JACKS
GARY WAYNE BIENIASZ
Crystal Sage Barker
Karen B. Steppler-Krieg
Josselyn Melissa Romero Argueta
JOHN WILLIAM SNOWDEN
ANDREA GOUGH BEEGLE
MICHELLE ANN KRUHM
DAVID BRENT GOUGH
Erik Michael Thompson
Henry Neal Chalkley
Lance Cale Cox
Olufunke Oyesola
JONATHAN MANCY KUTEYI
CHRISTOPHER DANIEL DILLON
CHRISTOPHER Brent OLAND
Michael F Yankanich
Kody Alec Slayton
Scott Alford
BRIAN D. WAAK
Randall Brown
Spencer D Eisemann
Joshua Graham Wynne
Michael Taylor DeBord
Cory Hunter Gertz
Stephen Coffey
Christina Coffey

Within 25 miles of West River, MD, Best Investors lists 148 registered investment advisory firms with 367 offices nearby, managing about $13.3T in combined regulatory AUM across 2,812,557 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 River

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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