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Best financial advisors in Burgess, VA

Registered advisers within 25 miles of Burgess, VA.

Offices
12
Firms
11
Combined AUM
$2.55T
Firm-wide filings, not assets booked only here
Clients
246K
245,521 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
INTERACTIVE FINANCIAL ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
DAVENPORT & COMPANY LLC
ETB CONSULTING
MONROE CAPITAL PARTNERS, LLC
MWA INVESTMENTS, LLC
EDWARD JONES
OYSTER CREEK CAPITAL

Investors

Christopher Reed Tripp
WILLIAM MICHAEL MULLINS
MICHELE T FAULKNER
TERRI M DAVIS
CRESTON WELBY SAUNDERS
JACKSON PATRICK NEAL
DAWN MARIE DARRALL
MEGAN B GEORGE
Julia Alderson
RICHARD JOHN FERRARO
EDWARD REAMY PITTMAN
Marc Anthony Hinson
ERIC FOSTER NOST
THOMAS YUNSANG CHO
PAMELA REYNOLDS HODGES
Joshua Trevor Long
Kimberly Ann Bennett
JOHN AVIS BLACK
BRIAN DAVID MANETZ
Maeghaen Goss Eley
JOHN BARKLEY WALLIN
WILLIS KEITH HUDGINS
Bryce Allen Fulford
JOHN MARK MONROE
MORGAN WADE ALLEY
Jacob Lucas Edwards
KEVIN PATRICK HUSSEY

Within 25 miles of Burgess, VA, Best Investors lists 11 registered investment advisory firms with 12 offices nearby, managing about $2.55T in combined regulatory AUM across 245,521 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 Burgess

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 5 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 MWA INVESTMENTS, LLC 38 clients · 1 advisers $250M AUM 8 INTERACTIVE FINANCIAL ADVISORS 20 clients · 35 advisers $240M AUM