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Best financial advisors in Dulles, VA

Registered advisers within 25 miles of Dulles, VA.

Offices
1,708
Firms
705
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,007,483 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
NOBLEBRIDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
HUGHES FINANCIAL SERVICES, LLC
RR PORTFOLIOS, LLC
STONEBROOK INVESTMENT, LLC

Investors

David Alfred Holloway
LAUREN Juliano CONKRIGHT
TERESA DIANNE SHAFFER
MICHAEL PHILLIP PEREZ
BROOKE HANSON MOORE
Dhilsha Athulathmudali
SONG CHAE PARK
JASON CLARK RICHARDS
JOELY KIM MAUCK
Todd William Jorgenson
ANIS ANTHONY EGHTERAFI
Donna Marie Cabrisses
KENNETH K LIU
DAVID LAMON WARNER
Whitney Walls
STUART ALAN RAINER
DONALD DENNIS LYNCH
JESSICA X ROBLES
Jennifer Rose Damme
Derek Richard Sorensen
Eric Fleming Sengstack
Mohammad Akram Abusbeitan
Muhammad Akmal Khan
KABIRUDEEN SALAMI
KEHINDE AYOTOLU SOYANNWO
HEATHER L WILSON
BERKELEY BYRON MEREDITH
PATRICK MOORE
Eleni Milligan
Kristina Adrianna Fernandes
JO ANN CIZEK WEINHARDT
DANIEL SCOTT HUGHES
PATRICK THOMAS HUGHES
PAUL THOMAS HUGHES
Ravikanth Ranga Puttagunta
MARK BURKHARDT
Matthew T Melton

Within 25 miles of Dulles, VA, Best Investors lists 705 registered investment advisory firms with 1,708 offices nearby, managing about $21.0T in combined regulatory AUM across 4,007,483 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 Dulles

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