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Best financial advisors in Colonial Beach, VA

Registered advisers within 25 miles of Colonial Beach, VA.

Offices
15
Firms
11
Combined AUM
$6.63T
Firm-wide filings, not assets booked only here
Clients
821K
820,586 clients when Item 5C has a number
Avg / client
$8.08M
Combined AUM ÷ clients

Nearby offices

Firms

KING GEORGE CAPITAL MGMT, INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
RETIREMENT MANAGEMENT SYSTEMS
SOWELL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DAVID CLIFTON DYER
STEPHEN ARTHUR BROWN
Liam Campbell
GEORGE AUSTON SNOOK
Catherine Wilkerson Snyder
JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
Christie L Agamaite
David McDonough
John S Loving
JESSICA MAE REPASI
JOHN DANIEL SALAN
KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
DAVID CHARLES LOHFF
ANGELA LEIGH KABALA
Philip Wallace Watson
Mark Farney

Within 25 miles of Colonial Beach, VA, Best Investors lists 11 registered investment advisory firms with 15 offices nearby, managing about $6.63T in combined regulatory AUM across 820,586 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 Colonial Beach

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM