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Best financial advisors in COAST GUARD FINANCE UNIT, VA

Registered advisers within 25 miles of COAST GUARD FINANCE UNIT, VA.

Offices
153
Firms
54
Combined AUM
$9.32T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,581,939 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES

Investors

Franklin Roy Belvin
Carlos J Britos
THOMAS ANDREW GANUN
DEBORAH ANN FLORES
BENJAMIN PRESTON IVEY
ALAN STEVEN WITT
DAYTON JAMES WIESE
TREVOR DAVIS JONES
JUSTIN DARNELL SANDERS
STERLING ROBERT BRIGHTMAN
Curtis L Lassiter
Christina Michelson
SARAH SHIELDS BROWNING
Michele Brune
Anthony Scott Reed
MELISSA ANN CHALKIAS
Amy M Stone
TAMMY JENNER
Michelle Grant
Susan B Hassan
ELIZABETH CLARK JORDAN
Jason CARROL Rowe
Erik J Chaikin
SETH WILLIAM BLANTON
BRYAN LEWIS BEERS
Alice Christina Jacobs
Emily E Gardner
Bailee Belanger
CHARLENE FANN HARVEY
Robert Earl Turner
Michael J Keating
AMY A PASCHOLD
Sandra Cathleen Hickey
DONTE CHRISTOPHER SMITH
Andrew Stultz Prinzler Brandt
GARY WALDRON BESNIER
MARY M MICK
Frank J Smith
KIMBERLY JEAN DEBUSK
ROBERT TERRENCE LAUFER
MARK WAYNE DREWRY
MALLORY LAUFER LESTER
JOSEPH FERNANDES
JENNIFER BAGALAWIS DAKNIS
RICHARD ALAN PIETSCH
STEPHEN EDWARD SIGMON
Kelsey A Swigart
Aurora F Streeter

Within 25 miles of COAST GUARD FINANCE UNIT, VA, Best Investors lists 54 registered investment advisory firms with 153 offices nearby, managing about $9.32T in combined regulatory AUM across 1,581,939 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 COAST GUARD FINANCE UNIT

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM