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Best financial advisors in Woodbine, MD

Registered advisers within 25 miles of Woodbine, MD.

Offices
1,161
Firms
426
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,234,011 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

ADVOCATE INVESTING SERVICES
LPL FINANCIAL LLC
COBALT FINANCIAL PARTNERS LLC
INTEGRATED ADVISORS NETWORK LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LEXAURUM ADVISORS
KESTRA ADVISORY SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
VERUS CAPITAL PARTNERS, LLC
THE J.O. JOHNSON GROUP INC.
TUCKER ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

MAMIE YUHUA CHU LIU
STEPHEN THOMAS KODA
RICHARD THOMAS ANDREWS
JOSEPH RAYMOND GALLAGHER
Riley David Ahlquist
CHRISTOPHER PAUL SHEMATEK
ERIC CHRISTOPHER MEUSHAW
THOMAS HAYWOOD SARKES
MARK GOTTLIEB HUBER
TERRY BRYAN GLENDENNING
Pamela N Willison
Dustin Youngstrom
Craig Devonte Carozza-Caviness
Paul Andrew Buck
Tina Cheever Buck
LINDA LOUISE STAPF
GAVIN RICHARD GOMSAK
Gloria Faye Makino
CHRISTOPHER WILLIAM OXENHAM
Connor Tabeling Flach
JOSEPH ANTHONY JOHNSON
MARC MAGAS
STEVEN LOUIS CAVAGNARO
GEORGE STEVE MAGAS
ERICA ROSS NOLAN
RANDOLF LAWRENCE SCRITCHFIELD
TONY ERLVIN SMITH
RYAN MARTIN KING
Russell Kristian Jensen
DANIEL ALEXANDER BERNSTEIN
MEGAN ELIZABETH HENDRICKSEN

Within 25 miles of Woodbine, MD, Best Investors lists 426 registered investment advisory firms with 1,161 offices nearby, managing about $20.4T in combined regulatory AUM across 3,234,011 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 Woodbine

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