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Best financial advisors in Annandale, VA

Registered advisers within 25 miles of Annandale, VA.

Offices
1,805
Firms
744
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,008,846 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

SENTINEL WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
WALDRON PRIVATE WEALTH
CENTERPOINT CAPITAL LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
COMPOUND CAPITAL HOLDINGS LLC
INTEGRATED FINANCIAL SOLUTIONS, INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
TEAMFUND FM, LLC

Investors

JAMES MARK JOSEPH
Michael Richard Bonura
KEVIN F SHAW
AARON JULIAN LUCASH
RUMANA TARIN
Houlin Yun
Jessie C Sims
Jacob Bradley Telleria
WILLIAM BRETT REES
CLAUDIA BALLA
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
ARADHYA N/A RAY
MEHRDAD MICHAEL TAFAZOLI
Edward Lane Brokaw
DEE ANN SCHEDLER
STEVEN WARREN SMITH
HEATHER TRACEY ERRIGO
SHADY JADALI
ERIC THOMAS MANGASARIAN
MICHAEL JAMES LEASURE

Within 25 miles of Annandale, VA, Best Investors lists 744 registered investment advisory firms with 1,805 offices nearby, managing about $21.3T in combined regulatory AUM across 4,008,846 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 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