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Best financial advisors in Williamsport, MD

Registered advisers within 25 miles of Williamsport, MD.

Offices
136
Firms
50
Combined AUM
$9.23T
Firm-wide filings, not assets booked only here
Clients
1.95M
1,945,743 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CALTON & ASSOCIATES, INC.
LEGACY INVESTMENT STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED BROKERAGE SERVICES, INC

Investors

JOSHUA ADAM ZOLDAN
Alyssa M Groves
Brian David Yurek
GREGORY ALEXANDER ANDRA
Kathleen Suzanne Schwartz
JEREMY SAUERS
Vernon Dabney
DANIEL ALLEN NORRIS
TOBY CRITES
JEREMY FRANK DOUGLAS
Darrell Edward Evans
ANNE RAGHU
TIMOTHY BEALS PANTHER
John Holden Hershey
JOHN RAYMOND HERSHEY
LAURA SPESSARD HERRERA
Catharine Glenn Weber
JENNIFER REBECCA BRANDENBURG
GRETCHEN MARIE GAWLER
GERALD WAYNE SPESSARD
CORT FREDERICK MEINELSCHMIDT
THOMAS JAMES ROCCOGRANDI
Austin Blane Kelly
Kelsi Shaun Munson
BECKY SUE LYNCH
DAVID MATTHEW COLLINS
SHANE MICHAEL SMALL
BRANDI DANIELLE SMALL
KEGAN PHILLIP MURPHY
JOHN HAMMOND URNER
JOHN BREWSTER STEVENS

Within 25 miles of Williamsport, MD, Best Investors lists 50 registered investment advisory firms with 136 offices nearby, managing about $9.23T in combined regulatory AUM across 1,945,743 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 Williamsport

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM