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Best financial advisors in FBI, DC

Registered advisers within 25 miles of FBI, DC.

Offices
1,888
Firms
766
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,797 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

THE CARLYLE GROUP
CENTERPOINT CAPITAL LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HSBC SECURITIES (USA) INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
AVISO WEALTH MANAGEMENT
WASHINGTON GROWTH STRATEGIES LLC
VALOR WEALTH PARTNERS
OSAIC ADVISORY SERVICES, LLC
FIDUCIARY COUNSELORS INC.
WARREN CAPITAL GROUP
CURI CAPITAL, LLC
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC

Investors

LAILA MOUMOU
PANOREA TAGLIS LA VENUTA
ANNA ARRIBAS
Eliran Assaraf
MITCHELL RYAN MCCARTHY
Yarden Vilcom
SHIKHAR JHALANI
Juliet Amy Timmins
Haley Theresa Morris
ROBERT ERIC KRAUS
SANDRA MARTIN
Angela Clardy
Ricardo Yepes
Morin Ly Lam
ANKIT USHIR CHOKSI
ANDRES CARDONA
Christopher Martin
CHRISTOPHER B SIMS
William Olmstead
INDIA THOMSON
Miraj Patel
Yousef El-Emary
DREW ELMOREJR
Zachary Evan Wilkes
Katherine Crosby Stith
Justin Anthony Matarazzo
Avanee Patel
ANDREW REDING MARSHALL
Jenny G Zhan Morales
Kristin R Chisam
JONATHAN KINSKY
MICHAEL JOSEPH THIGPEN
Eduardo Mejia
Zachary Austin Zaia
Hai Hyun
ARTHUR LEE
MICHAEL SAVAGE
Jackson Good
CHRISTIAN YOUNG
AMINATA JARBOH
NIKOLAS NAYMIK
Romonie Permaul
CHRISTOPHER EDWIN MILLER
AAHOO Heidari SIGARCHI
Edward Lane Brokaw
DEE ANN SCHEDLER
STEVEN WARREN SMITH
HEATHER TRACEY ERRIGO
SHADY JADALI
Bryant William Boswell
COE MILTON MAGRUDER
EDWARD CHARLES SMITH
Zubin Kapur
Amanda Jane Lique
Antwone Harris
JOSEPH RICHARD WARREN
Barbara Anne Hill
OLIVE W MITCHELL
JOHN WEBER
JAMES ARNOLD SULLIVAN

Within 25 miles of FBI, DC, Best Investors lists 766 registered investment advisory firms with 1,888 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,797 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 FBI

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