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Best financial advisors in Dale City, VA

Registered advisers within 25 miles of Dale City, VA.

Offices
1,159
Firms
508
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.79M
3,786,670 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
PITHOM ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Vanessa Amaral Velasco
STEVEN MICHAEL SINGER
BRIAN MATTHEWS BLOXOM
Robert Gary Potter
Delia Elena Arhiri
Justin R Simoni
ABRAHIM Mutee KASSIM
JOSEPH A MORELLI
ABHIJIT BASU
Timothy Scott Kirby
JULIE ANN SAYASITHSENA
STEPHEN DAVID SOPKO
SANDI ANN BAUSMAN
Christopher Lee Moore
Marcus Augustus Harrison
Miranda Chenoweth
Mark Tipmongkol
William Walter Cultice
Timothy Ray Malinski
Frank Edward Wheeler
Erin Elizabeth Haynes
Austin Taylor Chester
Edwin Lee
JOHN EDWARD TAYLOR
Samantha Lynn Stidham
KEITH COHEN
SWATI SHANDILYA
MARK FRANKLIN POLLOCK
Marcos Francisco Sagastizado
Aeda Chung
JASON WHITEMAN
John S. Morlu
Jonathan Winston
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
JULIO CESAR VILLAZON

Within 25 miles of Dale City, VA, Best Investors lists 508 registered investment advisory firms with 1,159 offices nearby, managing about $19.9T in combined regulatory AUM across 3,786,670 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 Dale City

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM