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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

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LEE FINANCIAL GROUP, INC.
FINANCIAL FIRST ADVISORS, INC.
WAGENER-LEE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
HB WEALTH
COMMONWEALTH FINANCIAL NETWORK
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
MORGAN STANLEY
CHOREO, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

SHANNON RENEE HOGAN
KEVIN THOMAS HUTT
Tara Bates Brummell
Stephen Jay Lee
MICHAEL LEROY SHIPLEY
AMANDA RAE PIPER
Nolan Michael Karfonta
Ryan Walter Williams
Callum Bryce William Redman
RICHARD HARRY WAGENER
JEFFREY SETH COHEN
ELIZA SOCITO BALUBAR
CHRISTOPHER BRIAN WALCZAK
Eun Suk Ha
Kelly Moore Nowottnick
WILLIAM O.E. STERLING
DANIEL JONATHAN BROWN
NICHOLAS MARK WASIELEWSKI
MICHAEL EDWARD STOKVIS
MATTHEW PAUL DIEHL
KATHERINE EUNMI LEE
PATRIC Tracey BARNHART
THAD JOSEPH ISMART
JOSEPH ANTHONY CAPUTO
Tyler Duluth Cunningham
Tyler Kluge
JOSEPH U MANFREDI
TOWNSEND HORNOR
ROBERT G CARPENTER
JOHN CHRISTOPHER KELLY
LAWRENCE M. POST
MATTHEW SMILER
TERRENCE JERREL JONES
Samantha Nash
Max Pflugrad
STEPHEN ARTHUR HORD
SARAH CHRISTINE GEORGE
GINA LAUREN HARPER
Richard M Muller
STEVEN GARY GRASSL
Sebastian J Buonato III
J. GARDINER EVANS
MARY FRANCES BOYLE
MICHAEL PELHAM LAWRENCE
CARYL-LYN MAZULLO
DEBORAH A O'NEILL
Cindy L Hyde
Michael Reginald Bowden
ERIC CONRAD KOVACIC
JAMES BOYD WALLER
PETER PAUL JENKINS
MATTHEW ARI GOTLIN
Eli Nathan Lerner
Thomas Edward Custance
Lisa Allynn Wight
Brenda Fried
Christian C Pardo

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