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Best financial advisors in Annandale, PA

Registered advisers within 25 miles of Annandale, PA.

Offices
67
Firms
31
Combined AUM
$6.48T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,030,374 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CONFLUENCE FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
LINCOLN INVESTMENT
ROBERT W. BAIRD & CO. INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.

Investors

Craig Steven Caldwell
RONALD ALLEN PETERS
GREGORY ALAN LISZKA
LUCAS R MICHAEL
Craig Matthew Denman
TIMOTHY DAVID CASHDOLLAR
Thomas James Fitzsimmons
STEVEN R HYKES
SOPHIA COSETTE KANN
Eric William Montgomery
RANDALL JACK HOLCOMBE
DAVID OLIVER CASHDOLLAR
ANTHONY LOUIS DEMICHELE
Marion Gale Bridegam
Zachary Neil Embry
CATHLEEN LOUISE BEATRICE
CATHALEEN ANN FINN
Kenneth Edward Bonus
Amanda Lee Tapager
JOSHUA DALE KNAPP
DEBBIE L MONTAG-EVANS
AMANDA MCCUE TAYLOR
KENNY CARL MCGEE
ERIK MICHAEL LENYK
Trevor Joel McCance
THOMAS SALISBURY EDWARDS
TODD STEVEN FLEMING
Joshua Henschel
LYRIC FAITH SCHNUR
ERIC MATTHEW MOZUR
EVAN WILLIAM GORSE
WILLIAM JAMES WILSON
JESSICA LEE HORAN
STEVEN NICHOLAS SABO
Richard Lee Chambers
MICHAEL JOHN DREVENIAK
ALEXANDRA POTTS
JOSEPH ARNDT
SAMUEL A HAWKINS
GWENDOLYN A SCIULLO
BRADLEY MICHAEL DOLHI
Zachary Ryan Dorste
JAMES DUANE BISH

Within 25 miles of Annandale, PA, Best Investors lists 31 registered investment advisory firms with 67 offices nearby, managing about $6.48T in combined regulatory AUM across 1,030,374 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 Annandale

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM