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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

RULE72 FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
WELLINGTON CONSULTING SERVICES INC
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

DAVID ALLEN MILLER
CONNELL ANDREW LEE
ANTHONY JOHN MARX
Evelyn Scott
AMY CHRISTINE FURGASON
ROBERT MARTIN COX
SHAWN WILLIAM ABMA
Doreen L Trammell
JOHN RALPH ROBERTS
JASON DAVID DUNN
JANE WARFIELD Daza
TRISTAN SHAWN BLIESNER
KEVIN WILEY
WILLIAM JOHN ROLSER
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
Vladimir Mikhailovich Zyuzin
CHERYL MAY GREER
ROBERT JAMES ALEXANDER
GHULAM MUSTAFA
STEPHEN DOUGLAS DIX
HAL EDMUND GREER
PETER EVERINGTON JONES
Jonathan Winston
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
James Lee Rouse
Jeffrey Perry
Lionel Anthony Desbordes
MELANIE VICTORIA TERRY
Richard Shumway
Jocelyn D Smith
Tyrone A Chaplin
Brandon Micheal Reichert
KENT ERIC MILLER
Spencer H Adkisson
CHARLES JASON BEAL

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