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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

EQUITABLE ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
CJM WEALTH ADVISERS, LTD.
REVOLUTION WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PORTFOLIO ADVISORY GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SOVEREIGN
TRUIST ADVISORY SERVICES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
HERITAGE FINANCIAL LLC

Investors

TASHA PANARITES COCONIS
TAK CHEONG FUNG
DANIEL WILLIAM MCNULTY
Chia Sheng Wang
DANIEL LEROY
Gavin Fung
Scott Evan Swartz
Nathaniel Dawson Hamilton
Kyra Irani
Evan Richard Felix
JASON H CRAWFORD
LYLE ROSS YABLONSKY
RICHARD LEON ALLEN
YUFANG CAROLYN JUAN
MARK STEVEN DOLFIS
HENRY JADWIN SHIELDS IV
AARON CHAPIN KNISS
TAREQ GHANEM KHATTAR
ALEX JOSEPH CHISHOLM
PATRICK LYNN ROBERTSON
MICHAEL TYLER LEVESQUE
Kenyon McAllister Wagner
Justin Nesheiwat
Joseph Anthony Lazzari
Joseph Staley
Justin H W Gaudet
Bradley Martin
Andrew Clegg
Tanika Washington
Austin Fernandez
Jacob Best
Keith Randall Lee
HAY WAN WONG
NAN YIN DAI JUAN
THOMAS CHRISTOPHER NATOLI
LUTHER GLENN ENSMINGER
DOUGLAS ROWLAND MENORCA
STEVEN TYLER TISDELL
SCOTT JONATHAN GREENBERG
CHRISTOPHER MICHAEL WEINS
PAUL KENNETH MARTIN
CHRISTOPHER BENEDICT REGAN
STEVEN JAMES GALKO
BENJAMIN Blakely TURMAN
STEPHEN ROSENZWEIG
MARK SWARTZ
CONSUELA D BROWN
Leonardo Mauricio Inga Zavaleta
ROBIN LYNN CORLEY
Gary Kealii Wong
Anthony Acampora
Austin W Longacre
KAREN NICOLE BLAIR
TINA MARIE BABICZ
TRACEY ALBERTSON BAKER
DAVID DEFOREST GREENE
ANTHONY FITZGERALD JONES
BRIAN TIMOTHY JONES
JESSICA RADA NESS
Paul Harney
GRIFFIN BAKER
LISA ANN BRANDAU
PARKER GERARD TRASBORG
Mary J Price
Mason Gumm
Christopher B Maloney
Shane L Keogh
Rocco Leonard Russo
Dwight H Cates
Darren Nelson Aversa
Mary E Coats
ANDREW DAVID EVANS
JOSIAH HUNTER
BRADLEY CHRISTOPHER WILKS
Yonatan Ruffin
SABAH SIRALKHATIM GASSIM ABDAULLAH
DAVID ALLEN SENDI
DANIEL THOMAS SENDI
JOHN RALPH ROBERTS
JASON DAVID DUNN
Evelyn Scott
AMY CHRISTINE FURGASON
ROBERT MARTIN COX
SHAWN WILLIAM ABMA
Doreen L Trammell
Carlos Velasco
GARY ALEXANDER KOROLEV
STEPHEN DAKIN PATTISON
BRIAN MATTHEW BOBBY
NICHOLAS MICHAEL SPOSA
BRETT ANTHONY SPOSA
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
HALLETT RAYMOND GATES
Matthew V Poteete
Andrew L Coats
DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill
Andrew Tyler Downey
Yahia Albaghdadi
Eric Eugene Thomas
AARON WAYNE CLARKE
Christopher V Marcoux
WILLIAM REID HOWARD
Zachary Andrew Delphi
SUNG HWAN LEE
Patrick James Morton

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