Best Investors Account Sign in

Best financial advisors in Frederick, PA

Registered advisers within 25 miles of Frederick, PA.

Offices
1,251
Firms
507
Combined AUM
$42.9T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,432,853 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
SCHUYLKILL FINANCIAL, LLC
GWYNEDD WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
DILLON CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
ETHOS FINANCIAL GROUP, LLC
NICHE INVESTMENT ADVISORS LLC
TD PRIVATE CLIENT WEALTH LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
L2 MANAGEMENT COMPANY

Investors

JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
CHRISTOPHER KENNETH MAKOSCH
JEFFREY ERVIN BIERNAT
ANDREW PAUL TOMASKO
ALAN MARK SCHAPIRE
CARL STEPHEN NADWODNY
MARVA LEAN HARDNETT
JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
Mark Ziegler
JAMIE MICHELLE STAPF
ROBERT KEVIN CAWLEY
JOHN FRANCIS MARSINI
Edward Butowsky
DANIA FITZGERALD TANGUIS
WILLIAM LOWRY LANE
MATTHEW WILLIAM MCCLENDON
JAMES WILLIAM JUDGE
John Santini
Jacob Wade Stull
JEFFREY PAUL WRABEL
DUSTIN SCOTT DOWLING
MICHAEL CHARLES MCCONAHY
ROBERT J BAGONIS
KYLE PHILLIP STUCKEY
JAMES ADAM GONNASON
ALEXANDER HAAB NIKPOUR
DANIEL COOK GUY
MICHAEL DENNIS MALONE
Antonio Betancourt
KIM MEYERS SAMS
SETH ELI BITTNER
Jack Roland Costello
MICHAEL O'NEAL JOHNSON, JR.
ARTHUR RICHARD EGLINGTON
JACOB FREEMAN PECK
AMOS PAUL
AMY BAIRD
RAYMOND J FERRY
KEVIN MCGARVEY
Dharshan Premaratne
Dale E Morra
PHILIP DEANGELIS
CHRISTIAN THOMPSON
JEFFREY WARD HUNTER
EVAN D WINTERS
WASEEM ABBAS KHAN
GLENN HUNTER THOMAS
BRIAN Kyle BERLIN
JOHN JAMES WATSON
DENVILLE LONEY
MICHAEL STEPHEN LEVAY
GINO DIPIETRO
John Patrick Collins
MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN
Joshua David Pearson
Alex LaRosa
David James Lorditch
HENRY WILLIAM FOX
DANIEL LEVINSON
J SCOTT MILLER
APRIL LYNN PETTINELLI
MEGAN E. BAILEY
JOHANNA LEE WALTERS
LOUIS P SPINELLI
Pascale Abi-Khattar
SHARINA M MACK
RYAN D HARRIS
Kevin E Kindig
Michael Geoghegan
Brooke Alexandra Blanche
Theresa KATHLEEN McDonough
PATRICIA STRAIN-RILEY
Marcus J Hernandez
Michael C Lesher
PAUL ESPOSITO
JAMIE REYNOLD POLICARE
NATHANIEL RYAN COLEMAN
DENNIS NEVIN OMALLEY
KAREN LYNNE SHARP
PATRICK JOSEPH DINAN
Sean Patrick Riley
Kevin Morrissey
Rebecca Lehrman Sweeney
Drew Patrick Pettinelli
Paul B Mullen
Adam S Goldman
DENNIS JOHN OMALLEY
JAMES FRED ADE
BONNIE SUE MAYNE
Michael A Goldstein
DONNA JEAN WELLS
KRISTA A REGALDI
Anthony Firrantello
Casey M Urkuski
Gregory John Curran
Bernice Antonelli
VINCENT LOUIS FARRY
CAROL SUSAN MORRIS
JONATHAN MILLER
JUSTIN E CAPETOLA

Within 25 miles of Frederick, PA, Best Investors lists 507 registered investment advisory firms with 1,251 offices nearby, managing about $42.9T in combined regulatory AUM across 3,432,853 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 Frederick

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM