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Best financial advisors in Burke, VA

Registered advisers within 25 miles of Burke, VA.

Offices
1,729
Firms
727
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,008,136 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
PALLADIUM WEALTH MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
CAPITOL SECURITIES MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

JEROME CHARLES PRENTICE
Diana Slopow
Joseph Morgan Mjelde
Saima Farooq Khan
CASEY DWIGHT WHITMARSH
Siam Sheikh
Michael Kost
TANNAZ SADEGHI
MUHAMMAD ALTAF AWAN
SOUAD AJAN
Carrie Marie Hughes
GEORGE ROBERT ENGLERT
KEVIN ENGLERT
Kurtis Matthew Frogale
Caprice Kelty Benfield
YEN ANH NGUYEN
TU NGUYEN
TANZIMA ASHRAFI
KAREN MAN TSANG
ROBEL KASSAHUN
SYED MOHTESHAMUL ISLAM
BLAIR GROH EGE
Patrizia Francesca Adriazola
Stephen Little
MICHAEL HUSTON TORREY
ROY ALEXANDER
Alexander Justin Skolnitsky
Yan Zhi Huang
Edgardo Leonel Oliveros Chavez
THOMAS ANDREW ARNOLD
John Kent Kidwell
SEAN CHRISTOPHER MCQUEEN
James Douglas ODonnell
Ryan Michael Banner

Within 25 miles of Burke, VA, Best Investors lists 727 registered investment advisory firms with 1,729 offices nearby, managing about $21.1T in combined regulatory AUM across 4,008,136 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 Burke

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