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Best financial advisors in Broadlands, VA

Registered advisers within 25 miles of Broadlands, VA.

Offices
1,334
Firms
524
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,504,789 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

THREEFIFTY CAPITAL, LLC
WESTMOORE VENTURES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
COUSINS & CO ASSET MANAGEMENT GP LLC
CERITY PARTNERS LLC
STONEBROOK INVESTMENT, LLC
LPL FINANCIAL LLC
MAGNUS FINANCIALS LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

Eric Fleming Sengstack
Todd William Jorgenson
ANIS ANTHONY EGHTERAFI
Arlisa Whitby
David Alfred Holloway
LAUREN Juliano CONKRIGHT
Donna Marie Cabrisses
Kamalpreet Singh Sidhu
Jennifer L Ford
DAVID LAMON WARNER
Whitney Walls
KENNETH K LIU
MICHAEL JOHN MAGRUDER
Ann Williams
Chad Joseph Williams
MELISSA H Taro
MARK BURKHARDT
SONG CHAE PARK
JASON CLARK RICHARDS
JOELY KIM MAUCK
Nathan Colin McLaughlin
Girish Gupte
PREETHA GOPI KUMAR
Tammy L Pierce
Chad Daniel McMichael
CHRISTOPHER DANIEL LAUGHLIN

Within 25 miles of Broadlands, VA, Best Investors lists 524 registered investment advisory firms with 1,334 offices nearby, managing about $18.7T in combined regulatory AUM across 3,504,789 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 Broadlands

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