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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

CHORAL CAPITAL MANAGEMENT, LLC
H. L. LICHSTRAHL & COMPANY, LLC
GEF CAPITAL PARTNERS
ROCKEFELLER FINANCIAL LLC
JFG FAMILY OFFICE
PFS INVESTMENTS INC.
ASAL INVEST
DECENTRAL PARK ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL ALTERNATIVES, LLC
SANDS CAPITAL HORIZONS, LLC
SVB WEALTH
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC INVESTMENT MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC
NOBLEBRIDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Investors

HOWARD LAWRENCE LICHSTRAHL
Gladys Viviana Heath
Cathy Lynn Achter
Luke Rabiej
Fabienne TREMBLAY-PARENT
PHILLIP BRIAN GRISSOM
Chi H Yeon
William Bonham Scoggins
HYUN-WOO DANIEL HUNG
SABRINA RENEE ANDERSON
KEHINDE AYOTOLU SOYANNWO
MARIO ROBERTO OROZCO
VALERIE PHILLIPS KAISER
Ambika Bablani
MARGUERITE JO WIESE
JONATHAN G SERAFIN
Junghyun Lee
JOSEPH ANTHONY FULKERSON
ADIL OMAR SALAH AHMED
STUART ALAN RAINER
DONALD DENNIS LYNCH

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