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Best financial advisors in Carrollton, VA

Registered advisers within 25 miles of Carrollton, VA.

Offices
327
Firms
116
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,964,664 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
NFSG CORPORATION
OSAIC WEALTH, INC.
LOMBARD ADVISERS INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KORVING & COMPANY LLC

Investors

Keith Aldington Collinwood Compton
SHARON ALLYN VINCENT
ANDREW CHRISTOPHER GREGORY
Zachary Fuhrmann
Jeffrey Todd Scott
Johanna Wiggins
Phillip Lynn Frix
Sara Cathryn Crain
CHARLES DANIEL HUGHES
Alexis Patrice Riddick
PAMELA NISBET MCWHORTER
ALLEN JAMES FRALEY
DAVID WYNNE NOFFSINGER
PERCY LEMAR HUNDLEY
Richard Pope Reese
JOHN CHARLES MCKENDREE
JOSHUA COTTINGHAM WEST
GARY DEAN BRIGGS
JUSTIN LOUIS MORRIS
Jacquelyn Lindsay King
JEFFREY TAFT BRITTAIN
Terrell Mackey
ELLA PATRICIA BOURNE
ARIE JACQUES KORVING
STEPHEN JOSEPH KORVING
Courtney Thompson
Shandre Mical Harasty
Jeffrey Robert Osborne
James Allen Wright
THOMAS H CARLSON

Within 25 miles of Carrollton, VA, Best Investors lists 116 registered investment advisory firms with 327 offices nearby, managing about $13.1T in combined regulatory AUM across 2,964,664 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 Carrollton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM