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Best financial advisors in Baltimore, OH

Registered advisers within 25 miles of Baltimore, OH.

Offices
358
Firms
136
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,550,775 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

ROBERT W. BAIRD & CO. INCORPORATED
ADAPTATION FINANCIAL ADVISORS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
YARGER WEALTH STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
W&S BROKERAGE SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
PRIVATE ADVISOR GROUP, LLC

Investors

MARK ALAN LIESER
CATHERINE ELIZABETH CALLARD
JOHN CHARLES TRAPP
MICHAEL WITTEMAN TRAPP
JAMES WITTEMAN TRAPP
JOHNNY L BERRY
ALAN PHILIP NIEMANN
RYAN MATHEW MCCLANAHAN
Elmer E Garcia
NAOMI SUE ROBERTS
JONATHAN LAIRD YARGER
TIMOTHY MARK SCHOLTEN
THEODORE WESLEY WINDERS
TODD JOSEPH GOURNO
Charles Wan
FRED J ABBOTT
Nicole Marie Wiethe
Julius Bih Huan Fang
Jeramy Douglas May
Lareesa Haynes
SCOTT JASON HOROWITZ
KIMBERLY NELSON
SHELLY ELIZABETH DELUCAS
Ryan Jeffrey Bates
Kiarra Rhiannon Marshall
JAMES ARTHUR BOWMAN
MICHAEL A BROWN
BRADLEY ROGER KASTAN
Ian Kearne Shrivastava
Nicholas C Perry
DARRIN HAROLD CAMPBELL
Jordan Alexander Lutz
JOSHUA Joseph Curtis WHITE
STEPHAN ROBERT EDWARD JARVIE
Terry Roberts
GIANNA RENEE CONE
CLAYTON SCHINDLEY
Ronald Roy Zeppernick
Jerod Ashley Tilton
Regina Taylor
George A von Zedlitz
JASON PAUL CODREA
Garin Ray Rydalch
PATRICIA Jean MCCONNELL

Within 25 miles of Baltimore, OH, Best Investors lists 136 registered investment advisory firms with 358 offices nearby, managing about $11.4T in combined regulatory AUM across 2,550,775 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 Baltimore

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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