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Best financial advisors in Woodsboro, MD

Registered advisers within 25 miles of Woodsboro, MD.

Offices
225
Firms
82
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,677,197 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CATOCTIN RIDGE WEALTH PARTNER
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MONOCACY WEALTH MANAGEMENT, LLC
LPL ENTERPRISE, LLC

Investors

Laura Ann Beall
Gabriella Teresa Damiano
LAUREN A STORM
ANDREW GILBERT
MATTHEW TOPPER
KAREN A JOHNSON
JEFFREY DAVID HILWIG
William SWINSON Peacock
Hunter M Romanoff
Susan Elizabeth Edmiston
Eric A Vinores
Hondamir Ken Burhon
KATHLEEN FINN
David Rectenwald
Kevin R Moore
TIMOTHY J MOORE
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
HENRY ROSS WIXON
BRUCE E JOHNSON
TOBY SCOTT KLINE
Timothy Lawrence Miller
Carter Shaffer
DAVID ANDREW FRANK
LEE REUEL KRAMER
LISA DEWING
JEREMIAH COLE THOMPSON
James Christian Peachey
Richard Shawn Nisson
Timothy Kueberth
Nicholas J Over
Peter Christopher Loysen

Within 25 miles of Woodsboro, MD, Best Investors lists 82 registered investment advisory firms with 225 offices nearby, managing about $10.5T in combined regulatory AUM across 1,677,197 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 Woodsboro

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM