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Best financial advisors in Beaverlett, VA

Registered advisers within 25 miles of Beaverlett, VA.

Offices
85
Firms
41
Combined AUM
$9.05T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,566,208 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST COMMAND ADVISORY SERVICES
HISTOR INVESTING, LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Investors

Stephanie Bonniville
CATHLEEN PATRICE MCCLOY
Autumn Marshall Epler
Regan Nicole Van Cura
Jonathan Epler
JOSEPH FERNANDES
GARY WALDRON BESNIER
MARY M MICK
Andrew Stultz Prinzler Brandt
Amy M Stone
TAMMY JENNER
Michelle Grant
Susan B Hassan
ELIZABETH CLARK JORDAN
Jason CARROL Rowe
Erik J Chaikin
SETH WILLIAM BLANTON
BRYAN LEWIS BEERS
Alice Christina Jacobs
Emily E Gardner
Bailee Belanger
CHARLENE FANN HARVEY
Robert Earl Turner
Michael J Keating
AMY A PASCHOLD
Sandra Cathleen Hickey
DONTE CHRISTOPHER SMITH
Aurora F Streeter
Arnold Csan
Bryson Thomas Spangler
CHERYL ORANGE NESTER
NICK R. LOURIDAS
HELEN LOUGHAN CAMPBELL
JULIE HOLSTROM
ETHAN TRAVIS POWELL
VICKI ANN SMITH
TRACY ANN HENDERSON
KAREN HAWKRIDGE LOGAN
JEFFREY EARL RAKES
MONICA YATES HARRISON-CHURCH
RYAN BRYCE LEE
TRACI FOSTER
JOHN PEYTON SNEAD
CATHLEEN GORMAN DILLON
WILLIAM B BARNES
AMY CONSTANCE ROBINSON
BRADLEY JAMES STEWART
Brady Rawls Rouse
JAY CANFIELD GUTCHES
ROY B HARGROVE
JOSEPH WILLIAM MONTGOMERY
JOHN WARREN MARTIN
ROBIN STONE WILCOX
JACK HOLLIS ARBOGAST
Quinn Kamenick
Frank J Smith
MICHAEL DENNIS IVES
JENNIFER BAGALAWIS DAKNIS
RICHARD ALAN PIETSCH
STEPHEN EDWARD SIGMON
Kelsey A Swigart
BENJAMIN PRESTON IVEY
ALAN STEVEN WITT
TYLER AARON CRUZ
GREGORY FRANK EARWOOD
CHRISTOPHER IGNACIO CRUZ
TIMOTHY CARL KROSKEY
Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
JEFFREY PAUL DOMINGUEZ
Shaobo Li
SARAH SHIELDS BROWNING

Within 25 miles of Beaverlett, VA, Best Investors lists 41 registered investment advisory firms with 85 offices nearby, managing about $9.05T in combined regulatory AUM across 1,566,208 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 Beaverlett

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM