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Best financial advisors in Chesapeake, VA

Registered advisers within 25 miles of Chesapeake, VA.

Offices
343
Firms
127
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,046,427 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NAVY FEDERAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAUCH ADVISORY LLC
MFB INVESTMENTS, LLC
MWA FINANCIAL SERVICES INC.

Investors

Natalie R Lippincott
Adam D Tiller
Jason M Legato
Paul Cecil Tiller
SCOTT WAYNE DANNER
Sean Thomas Manos
REED ANTHONY SLOAT
JEFFREY PAUL WHITESIDE
Valerie Rivera
RYAN NATHANIEL RUSSO
William David Longfritz
WILLIAM DONALD ALBERT
CALVIN JAMES HATCHER
ERIN ROME ZABEL
BRIAN FRANKLIN
Charles Groome Powell
PAUL DAVID GREGORY
Michael Estrada
DANIEL KELLY NEICE
LOUIS NUMA DECUIR
Dennis W Greene
TEARANIE JANAYE PARKER
BUCK KARTHEVAL JONES
Jeff S. Calhoun
Michael Ray Barclift
MICHAEL PATRICK LINDSEY
STEPHANIE ALISHA GRAYSON
Judy Sanga Se-Fune
FAN ZHANG
REGIS BINGHAM
LUYEN H NGUYEN
CHARLES JACOB LOVELACE
CATHERINE AMES VICENTE SALAS
Eduardo Alberto de la Rosa
Stephen Wayne Burton
Heather Moody Stouder
PIERRE JOSEPH GRANGER
HOLLY CORBIN MARTIN
ANDREW THOMAS MARTIN
MICHAEL SCOTT CHU
JOHN CARTER GILLIS
CARTER JOHNS
Dwight Wagaman
JOHN CARTER GILLIS
Andrew Dwayne Blanchard
Sean Douglas Jones
Ryan Garrett Helm
Mekhi McDuffie
Allison Hope Tuthill

Within 25 miles of Chesapeake, VA, Best Investors lists 127 registered investment advisory firms with 343 offices nearby, managing about $13.2T in combined regulatory AUM across 3,046,427 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 Chesapeake

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