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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

WELLS FARGO CLEARING SERVICES, LLC
PINNACLE ASSOCIATES, LTD.
NORTHLANE CAPITAL PARTNERS
INVESTABLY LLC
ROCKEFELLER FINANCIAL LLC
MV CAPITAL MANAGEMENT, INC.
TRUMBOWER FINANCIAL ADVISORS LLC
ABRAMS BISON INVESTMENTS, L.L.C.
ALIKOS WEALTH MANAGEMENT, LLC
MIDDLETON ADVISORY
LPL FINANCIAL LLC
ALLRIDGE WEALTH MANAGEMENT, INC
SNOWDEN CAPITAL ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CHEVY CHASE TRUST COMPANY
ASB CAPITAL MANAGEMENT LLC
TORRAY INVESTMENT PARTNERS LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

BRIAN JOSEPH DINKA
EDUARDO LIMA CORREA
Ann Goldschmidt Schnorrenberg
Michelle B Gordon
ANDREW MICHAEL KARR
JACKSON KEITH TRAXLER
Shane Timothy Twomey
THURA KYAW AUNG
JACK STEVEN MUTCHNIK
Daniel Guadalupe
MARK EVANS UNDERWOOD
COURTNEY VIRGINIA VOJDANI
ARIAN A VOJDANI
HEATH ALLEN BREWER
MICHAEL RAYMOND PERHAC
CHRISTINA LYNN BRESNAN
BRAD CHRISTOPHER NEUMANN
Robert Jonathan Speece
VICTORIA MARTHA TRUMBOWER
DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE
WILLIAM KEITH MAYO
Angela Lissete Bush
LAWRENCE PETER FISHER
CLAIRE VIRGINIA VOORHEES
HENRY KINGSLAND ROMEYN
MICHAEL S GILDENHORN
STACY CONSTANCE MURCHISON
DEBRITU LALY KASSA
MARC KAYE WISHKOFF
SPENCER CHRISTIAN SMITH
MICHAEL JOSEPH STAFFORD
ARTHUR ALAN ADLER
DEBORAH GROOMES GANDY
JAMES MINH NGUYEN
BLAKE KEELEY DOYLE
Ramona K Mockoviak
JUSTIN SCOTT LIBERTI
FREDERICK MATSON HOPKINS
RANDY ALAN RYAN
CHRISTOPHER MATTHEW YOUNG
CARLTON WILLIAM DAVIS
TAPFUMA FILEX CHIBAYA
CAROLINE TERRELL Szivos
Michael Quinton Clemm
Du Na Hur
Jenny Yun Sook Kim
AMY PRISCILLA RASKIN
CHRISTINE M. WALLACE
WENDY MARIE MOYERS
JUDY KAY MCCOY
JACKIE S FONTANA
JONATHAN KOBETS
ALOK BHATT
JASTINDER SINGH SOHI
ROBERT WILKINSON EUBANK
Andrew Morgan
JEFFREY CRAWFORD DILLMAN
CRAIG ANDREW PERNICK
PAULA ANNE LANDAU
Simeon Spruill
John Robert Dempsey
FRANCIS PAUL NIGRO
LAWRENCE PHILLIP BRAITHWAITE
Ashtyn Lauren Shrader
ROBERT J GRONDA
Matthew Brodie Ruland
Sean Finnegan
SHERRI ANN BROWN REID
SHAWN MICHAEL HENDON
JAMES DAVID BAILEY
Brian Roland Zaczynski
LETITIA BRECKENRIDGE Scalise
CHARLES WI ROSS
JONATHAN PAUL STROEBEL
KEITH ANDREW UNIKEL
Graham Nathaniel Taft
Kevin James DiManna
Kevin Michael Joseph
ABRIL PATRICIA AZMI
BENJAMIN THOMAS JOLLY
JEFFREY DAVID SANTOS
MARK D. RANDALL
THOMAS E WHITLOCK
LAITH M LAYOUS
David Y Chang
Edwin David Alvarez
Olivia Carson
Matthew Spiegelman
SO MYONG KIM
James Henry Heery
Jeremy Lucas Greenberg
Madeleine Ayn Ponseti Scanio
KATHLEEN E KOWNACKY
BRUCE RUSSELL WALL
Michael Charles Ellis
Melissa M St. Louis
Barry JOEL Shapiro
Brandon Lee Brown
Russell LOWELL Brown
STEPHEN NATHANIEL TAFT
GREGORY MICHAEL BAKER
KIMBERLEE ANNE WENDELL
PETER FINLEY DUNNE
Aaron B Clem
ADAM DAVID PROGER
NICOLE JANE MCCUSKEY
Lisa Marie Mifsud
Emma K Lalley
PAUL D ANDREWS
ERIC PAUL HANSON
ELISABETH ERAUSQUIN-NETHERY
PAUL F GRAMBSCH
ROSS CHARNLEY HAMILTON
LORENZO DAVID ASCOLI
William Patrick Breen

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