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Best financial advisors in Us Coast Guard, DC

Registered advisers within 25 miles of Us Coast Guard, DC.

Offices
1,813
Firms
747
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,132 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HELIOS DIGITAL VENTURES ADVISORS LLC
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GOLDMAN SACHS WEALTH SERVICES, L.P.
AVISO WEALTH MANAGEMENT
HSBC SECURITIES (USA) INC.
THE CARLYLE GROUP
EUPHRATES ADVISORS
CENTERPOINT CAPITAL LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PROOF

Investors

Stacia RiYan Williams
Taylor Ayers
Benjamin Judah Loube Pearson
JILL RENEE BEAUDRY
RICHARD ANDREW DIDDEN
ANGELA M BECKHAM
Bao Tran Le
VALERIE M POWERS
JEFFREY ALAN CONN
ALVIN DESIRE FONKOUA SOP
LUKE KECK
Stefana Stan
DANIELLE PATRICIA DUNNE
Alexander Mauricio Douma
Delaney Lydmar Alejandro Negron
Bryant William Boswell
AAHOO Heidari SIGARCHI
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

Within 25 miles of Us Coast Guard, DC, Best Investors lists 747 registered investment advisory firms with 1,813 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,132 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 Us Coast Guard

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