Best Investors Account Sign in

Best financial advisors in Federal Reserve Board, DC

Registered advisers within 25 miles of Federal Reserve Board, DC.

Offices
1,879
Firms
763
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,812 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
LPL FINANCIAL LLC
CAPTRUST
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
PITHOM ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BANKERS LIFE ADVISORY SERVICES, INC.
OMSAI COM LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

JOSEPH A MORELLI
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
STEVEN MICHAEL SINGER
KAYLA J RAINER
John S. Morlu
Justin R Simoni
ABRAHIM Mutee KASSIM
DANA MICHELE GARRIGAN
Brennan N Nelson
ROBERT ALAN HARSCHEID
XINGE Zhang
Jeanette May Lehner
Kounian Ding
JAMES CHARLES POLUCHA
Delia Elena Arhiri
MARY JANET HITCHCOCK
Lourdes Ros McMichael
Hari Bapiraju Gadi
DEREK MICHAEL OTREMBA
PATRICIA MARIE CAGE
BRIAN MATTHEWS BLOXOM
Robert Gary Potter
Michael T Westwick

Within 25 miles of Federal Reserve Board, DC, Best Investors lists 763 registered investment advisory firms with 1,879 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,812 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 Federal Reserve Board

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