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Best financial advisors in Georgetown Univ, DC

Registered advisers within 25 miles of Georgetown Univ, DC.

Offices
1,914
Firms
772
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,278 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
C4M GLOBAL ADVISORS LLC
COPE CONNELLY
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ALBRIGHT CAPITAL MANAGEMENT LP
CHARTED VENTURES LLC
WASHINGTON HARBOUR PARTNERS LP
DOXA CAPITAL, LLC
CHORAL CAPITAL MANAGEMENT, LLC
NAVIMED CAPITAL ADVISORS, LLC
VANSHAP CAPITAL, LLC
BROAD RUN INVESTMENT MANAGEMENT, LLC
PLANDEAVOR
NEW ATLANTIC VENTURES
OAK STREET INVESTMENT MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
57 STARS LLC
EMERALD INVESTMENTS, INC.

Investors

GABRIEL JOSEPH KRAWCZAK
JOSEPH MICHAEL COPE
KEVIN PATRICK COPE
Faith Doyal Goodwin
Beatriz Salvat
SARAH KATHLEEN ORLANDO
SAMUEL KUSHNER
DAVID NASH MUCCIARO
ROBERT CHASE LEE
EVAN RICHARD VANDERVEER
DAVID SAMUEL SHAPIRO
DAVID SHAFFER RAINEY
BRIAN EDWARD MACAULEY
IRA MITCHELL ROTHBERG
Claire Simone Spirtas-Hurst
BRYAN HUGHES ADKINS
Christopher DeLeon
Joshua Julian Zins
Bryan W Keane
LOUIS N LIBERATORE
Scott Stirling Walker
INGRID PORTIA JOHN
Catherine Eleanor Mulcahy
PAUL GEORGE DIETRICH
BRUCE TYLER MATLOCK

Within 25 miles of Georgetown Univ, DC, Best Investors lists 772 registered investment advisory firms with 1,914 offices nearby, managing about $21.4T in combined regulatory AUM across 4,010,278 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 Georgetown 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