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Best financial advisors in Aldie, VA

Registered advisers within 25 miles of Aldie, VA.

Offices
847
Firms
327
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,419,595 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

CERITY PARTNERS LLC
AMERITAS ADVISORY SERVICES, LLC
COUSINS & CO ASSET MANAGEMENT GP LLC
MAGNUS FINANCIALS LLC
EDWARD JONES
THREEFIFTY CAPITAL, LLC
WESTMOORE VENTURES, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
THE HOERNER PLANNING GROUP, LLC
ORIA CAPITAL, LLC
UNITED BROKERAGE SERVICES, INC
AKRE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

MELISSA H Taro
CHRISTOPHER DANIEL LAUGHLIN
Girish Gupte
PREETHA GOPI KUMAR
Tammy L Pierce
Chad Daniel McMichael
JACK M SHIAO
Eric Fleming Sengstack
RUI GAO
MICHAEL FOWLER
GARY ST. AUBYN SAWYERS
MICHAEL WILLIS SHRAUDER
Ahmed Idlibi
SARAH ASHLEY ALBRITTON
HENRY RHODES HOERNER
VICTOR THOMAS CUNNINGHAM
CHRISTOPHER PEARD HOERNER
Arlisa Whitby
WILLIAM ASHBY FRAYSER
Todd William Jorgenson
ANIS ANTHONY EGHTERAFI
RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE
JOHN HALLMARK NEFF
STACY SUZANNE DUCELLIER
CAROLYN STUART HYLTON
CHARLES THOMAS AKRE
LUCY ZIMMERMAN

Within 25 miles of Aldie, VA, Best Investors lists 327 registered investment advisory firms with 847 offices nearby, managing about $17.3T in combined regulatory AUM across 3,419,595 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 Aldie

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM