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Best financial advisors in Catharpin, VA

Registered advisers within 25 miles of Catharpin, VA.

Offices
844
Firms
324
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,375,742 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HERITAGE FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
LEGACY WEALTH MANAGEMENT INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EQUITY SERVICES, INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH CONCEPTS LLC

Investors

Deborah Lee Trnka
Cassandra Lipp
DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill
Andrew Tyler Downey
Yahia Albaghdadi
Eric Eugene Thomas
AARON WAYNE CLARKE
Christopher V Marcoux
WILLIAM REID HOWARD
Zachary Andrew Delphi
SUNG HWAN LEE
Patrick James Morton
NAINOKSHA KAUSHAL
Samet Degismen
KEVIN HEATH UNDERWOOD
SHARON ELIZABETH DRISCOLL
ANTHONY SCOTT DIETRICH
Amy Elizabeth Emery
Cillian Tyrrell
AARTI SETHI
Joseph Tyson Thorpe McClenny
Ronald Teri Bolte
Eian Lomash
MASON COYLE
Zara Sharifi
MICHAEL JOSEPH MACEY
DAVID ALLEN HERNDON
ISAAC LEONARDO FLAMENCO
BENJAMIN ALOYSIUS TURNER
SHAROLYN RAE WOOD
JAMSHID SHARIFI
Mark Benjamin Miller
Bryan Mitchell Rodia
Timothy Jordan Bartz
Corinne E Newberry
JACK M SHIAO
ROBERT MARTIN GARRIGAN
AMY MEO OVIEDO

Within 25 miles of Catharpin, VA, Best Investors lists 324 registered investment advisory firms with 844 offices nearby, managing about $17.3T in combined regulatory AUM across 3,375,742 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 Catharpin

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