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Best financial advisors in Windsor Mill, MD

Registered advisers within 25 miles of Windsor Mill, MD.

Offices
855
Firms
297
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,286 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ONEDIGITAL
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FOUNDERS FINANCIAL SECURITIES LLC
SERENITY WEALTH ADVISORS LLC
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
OBSERVATORY CAPITAL MANAGEMENT, LLC

Investors

Irving LLoyd Robinson
John Comberiate
JOHN DAVID STEIN
MICHAEL GERARD PETERS
Michael John Kennell
SCOTT WILLIAM SLACUM
Darius J Brown
GEORGE EDWARD KONSTANTAS
DEBORAH LYNN STOTELMYER
ANDRIEL RODNELL MATTHEWS
SHELBY CHRISTINA SMITH
DARLENE GREEN-CONNOR
JAMES DAVID HILL
Ashlyn M Hood
CHRISTOPHER LYNCH IMBACH
GREGORY ELLIS GANN
Anvar Mahsutovich Izbakiev
HILLEL AVICHAYIL GOLDMAN
Paul Chisholm
Heather Leigh Follis
THOMAS LAWSON
TODD KILTY GAVELEK
Aaron Polun
PATRICK K TAYLOR

Within 25 miles of Windsor Mill, MD, Best Investors lists 297 registered investment advisory firms with 855 offices nearby, managing about $19.1T in combined regulatory AUM across 3,116,286 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 Windsor Mill

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM