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Best financial advisors in White Plains, MD

Registered advisers within 25 miles of White Plains, MD.

Offices
651
Firms
339
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.62M
3,624,423 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
WEALTHCARE ADVISORY PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
SOWELL MANAGEMENT

Investors

Khiry Devan Lee
Linda Sims
Robert Joseph Brewer
Shaun Everett Kline
Mark Gordon Walker
GREGORY WILLIAM CONKLIN
Nicole Miyuki Jackson
WILLIAM LINWOOD HOYLE
Kareem Campbell
ROBERT ALAN GERARD SMITH
GEORGEANNE GRAYDON AIST
GABRIEL XAVIER ADAMS
Keven W Kling
Jennifer E Kling
RICHARD HOFFMAN HOY
BENJAMIN WADE COMPTON
Mark Farney
Philip Wallace Watson
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
JOHN DANIEL SALAN
JESSICA MAE REPASI

Within 25 miles of White Plains, MD, Best Investors lists 339 registered investment advisory firms with 651 offices nearby, managing about $18.3T in combined regulatory AUM across 3,624,423 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 Plains

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