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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
M HOLDINGS SECURITIES, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CROMWELL INVESTMENT ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
TOFINO CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Investors

Eyob A Eyob
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
KURT NICHOLAS KNOESS
REGINALD BARRINGTON LLOYD
MIBENGE SUMAILI
MARK WASHINGTON MCGIBBON
STEPHEN HENRY CROMWELL
SHUYUAN WANG
Robert Carrozza
ROBERT LEWIS TURNER
Roxanne Juanita Jones
DAVID HILTON WHITE
Benjamin Judah Loube Pearson
PAUL RYAN DOUGHERTY
Herlin Reyes Ramos
Jessica Suzzane Hickey
JENNY LYNN LOGSDON
Samantha Nicole Cimino
ALDRIC Y JOHNSON

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