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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

S & K INVESTMENT SERVICES, LLC
OMSAI COM LLC
CERITY PARTNERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLINGTON CONSULTING SERVICES INC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC

Investors

PAUL LINWOOD KARSTETTER
Hari Bapiraju Gadi
MELISSA H Taro
MALCOLM JEWS
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
Vladimir Mikhailovich Zyuzin
CHERYL MAY GREER
ROBERT JAMES ALEXANDER
GHULAM MUSTAFA
STEPHEN DOUGLAS DIX
HAL EDMUND GREER
PETER EVERINGTON JONES
JOHN RALPH ROBERTS
JASON DAVID DUNN
Evelyn Scott
AMY CHRISTINE FURGASON
ROBERT MARTIN COX
SHAWN WILLIAM ABMA
Doreen L Trammell
KENT ERIC MILLER
Spencer H Adkisson
IMRAN SHAUKAT
MORGAN BLAINE PEARSALL
SIMA HASSANZADA ZAHID
ALYSSA LICHELLE ALEXANDER
SUNIL K DHARAMSI
MI HEE JUNG-CHRISTENSEN
BOBBY RAY PAYNE
WILLIAM CLAYTON MOORE
ALICE V MILLER
ALAA KHASHAN
HARRY HOOVER HORNING

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