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Best financial advisors in Whaleyville, MD

Registered advisers within 25 miles of Whaleyville, MD.

Offices
113
Firms
48
Combined AUM
$8.88T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,480,010 clients when Item 5C has a number
Avg / client
$3.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CWM ADVISORY, LLC
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SNOWDEN CAPITAL ADVISORS LLC
WORLD INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MONTGOMERY FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PKS INVESTMENT ADVISORS LLC
PNC WEALTH MANAGEMENT LLC

Investors

Kelly Sloan Brion
Scott Sherman Smith
Jennifer Scott
Jeffrey Dean Carr
HAROLD LYNN CARMEAN
Tristan L Jacobi
Jordan Rae Talbert
John Bennish
COLLIN DANIEL MACOMBER
JOHN HENRY REPASS
CHRISTOPHER DONALD HOEN
CURTIS GORDON MACOMBER
CARRIE REGINA DUPUIE
Alexis Roskovich Mumford
Charles Gordon Adams
Michelle Lee Gerlitzki
RYAN CARROLL KIRBY
CHRISTOPHER S HAYES
ANDREW JOHN MCLAUGHLIN
Tylor D Lennox
HAROLD B GORDY
TROY DEAN LENNOX
Andy Kim
David Rodriguez
ANTHONY WADE MILAM
Nicholas Charles Chung Craven
William James Strausbaugh
JEFFREY DAVID MONTGOMERY
Zachary Aaron Newton
John Kilian
JOSEPH DONALD WILSON
Dahri Jahn
Patrick John Sears
Lucas Holmes
John T Arrington
TIMOTHY MICHAEL LUND
John K Kilian
Anna G Newton
William L Mustin
SAMUEL MICHAEL LEKITES
Gia Sylvia Raines
BRIAN LEE SELZER
Kendall Elizabeth Holmes
Hunter Nathaniel Selzer

Within 25 miles of Whaleyville, MD, Best Investors lists 48 registered investment advisory firms with 113 offices nearby, managing about $8.88T in combined regulatory AUM across 2,480,010 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 Whaleyville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM