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Best financial advisors in Clear Brook, VA

Registered advisers within 25 miles of Clear Brook, VA.

Offices
97
Firms
39
Combined AUM
$7.00T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,050,387 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHCARE ADVISORY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
THRIVENT INVESTMENT MANAGEMENT INC.
MORGAN STANLEY
GREAT VALLEY ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS

Investors

CHRISTOPHER STEPHEN COTTERELL
Ryan Reagan Meyer
Mark Allen Hillyard
GAYLE B CANINI
Jennifer A McDonald
TALMADGE DEWITT CLAYTON
Ronald Reynaldo Velasquez
CHRISTOPHER JAMES GABRYS
Shanika A. McCloud
Julie A Wise
Jay Jerred Smith
Karis Kania Holnagel Frey
Tyler William Pence
ROBERT JAMES LEWANDOWSKI
STUART BRUCE ALLEN
AMY DILL FLORES VELASQUEZ
Paul B Haecker
Jason Baird
JENNIFER SUSAN SHEA-ROOP
CHARLES MCFADDEN ELLISON
Mary Sterling Ervin
LORI PLACENTINO
JAMES RYAN WILDESEN
COURTNEY BRILL MEADOWS
JOHN A SICHENZE
Sharayah Joy Reed
OLFA RUTH OVERSTREET
TIMOTHY ALLEN THAXTON
Daniel John Snapp
Hannah Elizabeth Snapp
Ivan William Snapp
Michael Sean O'Dell
Robert Joseph Hornbaker
MICHAEL R. DANJCZEK
Kristen Lyn Money
STEVEN EDWARD HAMANT
Aniyah I Jones
Rachel Ann Elkins
Michael Ignatius Cesnik
DANIELLE K HILL
WILLIAM ROBY CREVELING
Jordan Phillip Liskey

Within 25 miles of Clear Brook, VA, Best Investors lists 39 registered investment advisory firms with 97 offices nearby, managing about $7.00T in combined regulatory AUM across 1,050,387 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 Clear Brook

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM