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Best financial advisors in White Hall, MD

Registered advisers within 25 miles of White Hall, MD.

Offices
575
Firms
205
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,098,383 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
BFC PLANNING, INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HOUSEMAN FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RASKIN GLOBAL INC.
SOVEREIGN FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Kevin S Hoy
BRIAN LEE DRUMGOOLE
Milton R Dodge
Matthew Francis Beard
JEFFREY ANDERSON ROGERS
Brittany Coburn
VIRGINIA IRENE WOODS
JEFF ALAN NELSON
Kathleen Houseman
Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
CRISTINA MARIE STABLEY
LEONARD WILLIAM KAPLAN
GRAHAM TYLER BAUER
Mark Wiley
LEONARD P RASKIN
KELLY MICHELLE DUNSTON
Gabriela C Miutescu
Keith Steele Stacy
JOSEPH BRUSAK
SHAWN PATRICK MILLER
Melissa Jeanne Miller
Terese Marie Hopper
Michelle Rae Roeseke
Cole H Van Pelt
Kevin P Grant
DAVID HAYES MUELA
EDWARD LATTA CAMPBELL
RYAN PATRICK GRAY

Within 25 miles of White Hall, MD, Best Investors lists 205 registered investment advisory firms with 575 offices nearby, managing about $16.8T in combined regulatory AUM across 3,098,383 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 White Hall

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM