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Best financial advisors in Delaplane, VA

Registered advisers within 25 miles of Delaplane, VA.

Offices
165
Firms
66
Combined AUM
$9.89T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,478,086 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

TOBI, INC.
EDWARD JONES
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
DUDLEY CAPITAL MANAGEMENT LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
AKRE CAPITAL MANAGEMENT, LLC
ORIA CAPITAL, LLC
THE HOERNER PLANNING GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Tihomir Nikolaev Yankov
Sarah Jane Atkins
Michael Joseph Kuzara
LAUREN MARIE Byrne
ARTHUR REGAN WASHER
JAMES JOSEPH KELLY
PHILIP ROWLAND CHURCH DUDLEY
THOMAS U DUDLEY
Joseph Tate Constantino
THOMAS REID WISEMAN
ARASH MARK KATIRAI
LUCY ZIMMERMAN
RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE
JOHN HALLMARK NEFF
STACY SUZANNE DUCELLIER
CAROLYN STUART HYLTON
CHARLES THOMAS AKRE
WILLIAM ASHBY FRAYSER
SARAH ASHLEY ALBRITTON
HENRY RHODES HOERNER
VICTOR THOMAS CUNNINGHAM
CHRISTOPHER PEARD HOERNER
Evan T Courtney
Bret Waterman Hrbek
Adrianne M Smith
RALEIGH EDWARD KRAFT
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Amy Marie Straightiff
Charles W Nagelvoort
Lloyd Charles Knight

Within 25 miles of Delaplane, VA, Best Investors lists 66 registered investment advisory firms with 165 offices nearby, managing about $9.89T in combined regulatory AUM across 1,478,086 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 Delaplane

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