Best financial advisors in Willards, MD

Registered advisers within 25 miles of Willards, MD.

Offices

84

Firms

34

Combined AUM

$8.75T

Firm-wide filings, not assets booked only here

Clients

1.52M

1,515,924 clients when Item 5C has a number

Avg / client

$5.77M

Combined AUM ÷ clients

Nearby offices

BROOKSTONE WEALTH ADVISORS, LLC

9928 OLD OCEAN CITY BLVD. SUITE 2
BERLIN, MD 21811

AMERIPRISE FINANCIAL SERVICES, LLC

9928 OLD OCEAN CITY BLVD STE 5
BERLIN, MD 21811-1168

BROOKSTONE WEALTH ADVISORS, LLC

9928 OLD OCEAN CITY BLVD.
BERLIN, MD 21811

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

215 N MAIN STREET
BERLIN, MD 21811

STATE FARM INVESTMENT MANAGEMENT CORP.

16 W Church Street
Selbyville, DE 19975

EDWARD JONES

29 BROAD ST SUITE 101-B
BERLIN, MD 21811-1052

EDWARD JONES

4 N MAIN ST SUITE 2
SELBYVILLE, DE 19975

CWM ADVISORY, LLC

11202 RACETRACK ROAD, STE 102
OCEAN PINES, MD 21811

EDWARD JONES

11200 RACETRACK ROAD SUITE A102 THE PAVILIONS
OCEAN PINES, MD 21811

EDWARD JONES

10776 GRAYS CORNER RD SUITE 5
BERLIN, MD 21811

CETERA INVESTMENT ADVISERS LLC

31454 WINTERPLACE PARKWAY
SALISBURY, MD 21804

CAPITOL SECURITIES MANAGEMENT, INC.

31400 WINTERPLACE PARKWAY SUITE 100
SALISBURY, MD 21804

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

10441 Racetrack Rd Unit #1
Berlin, MD 21811

10.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

10441 RACETRACK RD UNIT #1
BERLIN, MD 21811

10.2 miles away

SNOWDEN CAPITAL ADVISORS LLC

11022 Nicholas Lane Unit 6
Ocean Pines, MD 21811

10.3 miles away

WORLD INVESTMENT ADVISORS, LLC

11042 NICHOLAS LANE B-202
BERLIN, MD 21811

10.4 miles away

EDWARD JONES

1496 STILL MEADOW BLVD STE F
SALISBURY, MD 21804

11.3 miles away

EDWARD JONES

701 E NAYLOR MILL RD SUITE H
SALISBURY, MD 21804

11.5 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

601 E Naylor Mill Rd Ste A, Salisbury, MD 21804
Salisbury , MD 21804

11.5 miles away

MONTGOMERY FINANCIAL

11718 OCEAN GATEWAY
OCEAN CITY, MD 21842

11.5 miles away

Firms

BROOKSTONE WEALTH ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

CWM ADVISORY, LLC

CETERA INVESTMENT ADVISERS LLC

CAPITOL SECURITIES MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SNOWDEN CAPITAL ADVISORS LLC

WORLD INVESTMENT ADVISORS, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

MONTGOMERY FINANCIAL

Investors

COLLIN DANIEL MACOMBER

JOHN HENRY REPASS

CHRISTOPHER DONALD HOEN

CURTIS GORDON MACOMBER

CARRIE REGINA DUPUIE

Kelly Sloan Brion

Alexis Roskovich Mumford

Scott Sherman Smith

Jeffrey Dean Carr

HAROLD LYNN CARMEAN

Tristan L Jacobi

Jordan Rae Talbert

Charles Gordon Adams

Michelle Lee Gerlitzki

Gregory Scott Holman

ERIC WILLIAM JOHNSTON

CAROL DANAE KURTZ

MARK ALAN OUTTEN

JOSHUA PAUL THOMAS

TROY DEAN LENNOX

David Rodriguez

RYAN CARROLL KIRBY

CHRISTOPHER S HAYES

ANDREW JOHN MCLAUGHLIN

Randall Eldridge O'Neal

Mary Elizabeth Specht

Nicholas Charles Chung Craven

William James Strausbaugh

JEFFREY DAVID MONTGOMERY

Within 25 miles of Willards, MD, Best Investors lists 34 registered investment advisory firms with 84 offices nearby, managing about $8.75T in combined regulatory AUM across 1,515,924 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 Willards

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