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Best financial advisors in Westlake, MD

Registered advisers within 25 miles of Westlake, MD.

Offices
1,992
Firms
796
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,011,030 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

BOXWOOD CAPITAL MANAGEMENT, LLC
SINGH CAPITAL PARTNERS
WILLPOWER VENTURE CAPITAL LLC
NEXUS338
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
TELPERION MANAGER LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EP WEALTH ADVISORS
MAI CAPITAL MANAGEMENT, LLC
MARINER
ALLWORTH FINANCIAL, L.P.
EM LEADERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDELMAN FINANCIAL ENGINES
PRIME CAPITAL FINANCIAL
PRIVATE ADVISOR GROUP, LLC

Investors

ANDREW SIPALA
ANTHONY JOSSUE PALMA
DORMINA GETRUDE NYONDO
NANCY ELIZABETH SHEERIN-FLOROS
JAMES HUNTER STROTHER
AFTAB AHMAD
DAVID EDWARD WEINSTEIN
MAXIMILLIANO SAAVEDRA
CHRISTOPHER ROMEO VALLE
JASON THOMAS PARTYKA
MOHAMED BEN YAHIA
BASSAM EDWARD FAHEL
BRIAN WILLIAM THOMS
PETYA RUMENOVA BALEVSKA
EDWARD MIDDLETON TILGHMAN
CHRISTOPHER M. MORAN
DAVID ANDREW CLARK
ANDREW VICTOR VILLAFRANCA
ARA PATRICK ABRAHAMIAN
MATTHEW BARNES BROCK
Karly Michele Holland
SARINE CHAKE ZENIAN
Ari Seth Wiener
BRUCE MICHAEL WIENER
ROBERT H GLASS
BRIAN JOSEPH MCGUIRE
PAUL ROBERT CUSUMANO
ARTHUR STEIN
Pamela Reid Settlage
OLIVER FRATZSCHER
Robert Alexander Willetts
KEVIN JOSEPH COLLERAN
CORINNE ELIZABETH DOREY
RYAN CHRISTOPHER POIRIER
JEROME BRUCE LIEBSTEIN
SURENDRA VISHNUPRASAD DAVE
MANUEL ROBERTO GONZALEZ TERAN
SAMANTHA AMANDA FRAELICH-ROHE

Within 25 miles of Westlake, MD, Best Investors lists 796 registered investment advisory firms with 1,992 offices nearby, managing about $21.5T in combined regulatory AUM across 4,011,030 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 Westlake

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM