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Best financial advisors in Catholic Univ, DC

Registered advisers within 25 miles of Catholic Univ, DC.

Offices
1,951
Firms
789
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,049 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

BLUELIST PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
SIGNET FINANCIAL MANAGEMENT, LLC
LPL FINANCIAL LLC
RULE72 FINANCIAL
WILLIAMS ASSET MANAGEMENT
VICUS CAPITAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
LYNX INVESTMENT ADVISORY, LLC
ALPHA DNA INVESTMENT MANAGEMENT
EQUITY SERVICES, INC.
FOUNDERS FINANCIAL SECURITIES LLC
OSAIC WEALTH, INC.

Investors

GLENN EDWARD RYHANYCH
DAVID ALAN BASINGER
Ryan Stephen Dillard
JESSICA X ROBLES
Jennifer Rose Damme
Derek Richard Sorensen
Jordan Michael Toepel
Peter Ocasio
Marquita Dzampe Hawkins
John William Olson
EVGENIY YURIEVICH YASHIN
Robert Adly Barron
Stephen John Koorey
DAVID ALLEN MILLER
CONNELL ANDREW LEE
ANTHONY JOHN MARX
Gavin Paul Walter
Brian Scott McKinney
DUNCAN SHAWN MCCALL
GARY STUART WILLIAMS
GEORGE THOMAS WATSON
KARISSA NICOLE GOESSL
Ryan Thomas Henry
Zachary Creed Scott
DENNIS GARY REISHER
CHRIS HOLCOMB
TATYANA MOYSEEVNA BUNICH
ROGER SUDHIR DESAI
Peter Metodiev Pavlov
Roderick John Fertig
PAUL ADAM SORTINO
ALEXANDER HO LIM
STEVEN ALEXANDER LIM
Stephen Yee Shin Tan
ROBERT ONEILL STACHURA
TUCKER SLOCUM HITE
DARREN MICHAEL SWEENEY
PRATT MICHAEL REXFORD

Within 25 miles of Catholic Univ, DC, Best Investors lists 789 registered investment advisory firms with 1,951 offices nearby, managing about $21.4T in combined regulatory AUM across 4,010,049 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 Catholic Univ

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