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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

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
KINGSWOOD WEALTH ADVISORS, LLC
UNION STREET PARTNERS LLC
MCLAUGHLIN RYDER INVESTMENTS, INC.
EDWARD JONES
THE EDGAR LOMAX COMPANY
ONEDIGITAL
CAPTRUST
MORGAN STANLEY
ROCK DEN ADVISORS, LLC
ROCKBRIDGE ASSET MANAGEMENT, LLC
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BIG "I" ADVISORY RESOURCES, LLC

Investors

TRAVIS HUNTER CLARKE
ROBERT LEE DAVIS
Ryan Keith Ulrich
Jordan Alexander Ciulla
Victoria Singkai Baker
John Patrick Kirlin
Patrick Aidan Mcknight
ANTON L REESE
Gus Miller Mask
TRAVIS KEVIN FOX
RICHARD CHRISTOPHER JONES II
Keshia Keene
Matthew Jacob Figueroa
JANET MARY HALEY
Andres M Vitalis
Maxwell Frank Nixon
Dante Moncrieffe
Carl Christian Matysek
Brian Jordan Petersen
NIKLAUS W PLEISCH
Jacobson P Truex
MICHELLE GLICKLIN
SHAWN PATRICK MCLAUGHLIN
Violet Son
GARY HORINE CAMPBELL
Mark Thomas Wagner
IAN THOMAS PRYMAK
Brian Stewart
ELIZABETH NICOLE NAPPER
Quinn William Archer
Jaylen Thomas
ANDREW JAMES ATARAS
Scott Crawford Lemen
JACOB RAWLINGS
Frances Fang
Nathan Blumenschein
Richard Lee Clement
Kelly Peter Campbell
Meghan Lusk
TYLER J FRECH
JEFFREY PAUL SEIBEL
GIANNI VINCENT GIORDANO
MICHAEL S MACINTYRE
ERIC VON GOODSON
LINDSAY ALEXANDRA SPANIER YEARSICH
COLTON MATTHEW BAKER
Anthony F Natale
David Douglas Williams
Logan C Parker
GEORGE NATHAN BAUER
CHARLOTTE MCGHEE
PATRICIA KENNEDY PENN
ROGER DEAN ACHTERMANN
Kieran A Watson
KAREN B RUDOLPH
MICHAEL JOHN HARTARY
SANDRA J GUERRANT
JERRY CLEVELAND WHITMIRE
Kevin James Sullivan
MONIQUE ANTOINETTE MINOR
ANNA MICHAEL PAVLUK
Brande Nichole Coleman
JEANETTE C RUCHELMAN
DANNY Robert RILEY
Takhmina R Touraeva
Gerald Dennis Pardo
KEITH DOUGLAS BURNER
MARK THOMAS RIZZIERI
ANDREW LIEF RIEGER
LAWRENCE DAVID BERBERIAN
JERMAINE A LOWERY
Nick A Caputo
Joshua M Blackman
MITCHELL SELLERS HAILEY
LEE A COREY
Benjamin N Achtermann
LAURIS CARLOTTA NORTON
LAWRENCE DAVID BERBERIAN
Redmond Livingston Manierre
PETER CREIGHTON KEEFE
MOHAMMED M. AJMERI
ROSA MARCELA GONZALEZ
ANDREW J. ARNOLD
NATNAEL ALEM
MARGARET ANN COUTINHO-BETANCOURT
DANIEL M. CASTANEDA-DULYX
KYLE DEWS
MICHAEL RAITH
BRENDAN NIXON
MATTHEW ELLIS
DANIEL GEORGE JABBOUR
FATIMA SHAHID
JEFFREY SHEATS
THEODORE P. RYNN
ALIOU SOW
ZACHARY SPRADLIN
KEVIN JAMES MCCARTHY
BENJAMIN BALDWIN
MATTHEW WILLIAMS
MICHAEL JOSEPH FAZIO
STEFAN MARIC
ZACHARIAH MELCHER
IRENE MUKABALISA MARCEL
JHON JAIRO COLQUE
Jonathan Landon Olsen
ANTHONY REYNARD WESTERFIELD
WANDA E RHIM
BYRON DAVIS
MARK PHILLIPS
TRACY M HOBEN-SHELKIN
ROXANA ELIZABETH RODRIGUEZ
MATTHEW WIEST
JONATHAN USTUN
RYAN SPROWLS
RYAN CHRISTIAN BORTNER
ANNE BUCKLEY
ALYSSA ERIN ROMANAC
PHILIP PIERCE BARTILUCCI
CHARLES BRIAN MARKSON
CAMERON BLACKWOOD
JOANNE MCGRATH
GREG HASSETT
CECILIA Y ZURITA
KATHERINE ANN MCSWEEN
Jesse P Kahn
Pablo Andres Morantes Saa
James Alan Ventura
NADER TAMADON
BRANDT FREDERICK ZIMMERMAN
DARRELL DEVIN NOLTON
Martha Youngsun Kim
David Brown
Yue Fiona Yang
Charmaine K Cheng
Evan Christopher Tanner
KARL WAYNE CONRAD
ABRAHAM JONES
PATRICK STEPHEN BURKE
Julia ETHERIDGE Ebron
MARY ELIZABETH O'REILLY
EDUARDO Saulo ALZONA
Jennifer Roensch
Michael SMITH Kelly
RAYMOND HAROLD HASSER
Daniel Anthony Pennant
MUHAMMAD N SHAUKAT
ALECIA MISCHELLE DUPONT
GREGG W SNOW
MARIKA ANN HUSOVSKY
NICOLE CHRISTINE ANDERSON
TATIANA SENDETSKAYA
ADAM JAMES NOWAK
THOMAS KEVIN FAHEY
SHELDON C STEWART
Richard B. Renz
STEPHEN MICHAEL BEARCE
CARL MARTIN TREVISAN
KEVIN LAMONT ANDERSON
WINTHROP COLWELL COBB
NANCY ANN STICKEL
CHRISTOPHER RUSH
Breonni Gantlin
FORREST EDWARD WILLIAMS
JULIO CESAR VILLAZON
DAVID GORDON EVANS

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