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Best financial advisors in Bolling AFB, DC

Registered advisers within 25 miles of Bolling AFB, DC.

Offices
1,751
Firms
737
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,008,350 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
VERDENCE CAPITAL ADVISORS, LLC
DC CAPITAL PARTNERS MANAGEMENT, L.P.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
KESTRA PRIVATE WEALTH SERVICES, LLC
WEALTH WATCH ADVISORS, INC
ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
MARINER INDEPENDENT
MJL CAPITAL LLC
ENABLE VENTURES
CRAFTWORK CAPITAL LLC
PATHSTONE
TRUIST ADVISORY SERVICES, INC.
ADVISORY SERVICES NETWORK
STIFEL INDEPENDENT ADVISORS, LLC
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

Investors

ANDREW GLENN TAYLOR
THOMAS MERRILL RICKETTS
MARK EDWARD AMBERG
EDWARD WARING KARPPI
JESSICA MARXER
WILLIAM CAUDRON
IVANA KATHERINE MCNEILL
CHALEE RICCIARDI
LORI POLONSKY
MATT MEGARY
TRISTAN CAUDRON
LAURIE BLACKBURN
ALBANA DROBONIKU
Benjamin Judah Loube Pearson
Darren Nelson Aversa
Rachel Eisenhart
Beatriz Salvat
DARRYL JOHN PRYOR
LAURIE ANNE HUGHES
SEAN CHARLES WINTZ
STEVE KAVGIOULAS
BERNARD E TOMASKY
GAUTAM B BOSE
MICHAEL DENNIS LITHERLAND
Evan T Beach
ROSS STEFAN ANDERSON
NICHOLAS DYSON PERRINS
BRIAN MICHAEL BRADY
MEGAN NICOLE KELLY
SAURABHA INDRAVADAN SHAH
JAKE William STERNBERG
EDWARD SCOTT DARLING
Charis Veney
EVAN MATHIAS ROYSTER
VALERIE ROSE LUCILLE VANDER MOLEN
DAVID WILLIAM KAYE
CRAIG EDWARD DYSON
JAY LOUIS BURMASTER
LUTHER KIRKPATRICK WILES
Maxwell F Schoeneborn
MARILYN S HOOSEN
Jessica Maria Metso
PAULA CAROLE PASS
TIFFANY AMANDA BLACKBURN
ANGELA TARKENTON BARBOUR

Within 25 miles of Bolling AFB, DC, Best Investors lists 737 registered investment advisory firms with 1,751 offices nearby, managing about $21.3T in combined regulatory AUM across 4,008,350 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 Bolling AFB

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM