Best Investors Account Sign in

Best financial advisors in Dumfries, VA

Registered advisers within 25 miles of Dumfries, VA.

Offices
851
Firms
345
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,069 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WESTBOURNE INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ASPECT PARTNERS, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
STIFEL INDEPENDENT ADVISORS, LLC

Investors

Evelyn Scott
AMY CHRISTINE FURGASON
ROBERT MARTIN COX
SHAWN WILLIAM ABMA
Doreen L Trammell
SHARON MARIE EDDY
Randy Allen Lakes
ALEXANDRA WATHEN GREATHOUSE
Leanne Taylor Lakes
Andrew L Coats
Mary E Coats
MARGARET GUIDO
Philip Wallace Watson
KAREN RAE HAMMOND
HENRY CHRISTOPHER PRAMOV
ADITYA BHATNAGAR
MICHAEL CARLO DELCOLLIANO
ROBERT DOUGLAS LONG
SHERI LEIGH SWACKHAMER
TIMOTHY CHARLES STATES
Eric Pol
Mark Farney
Tyler Shawn McArdle
BENJAMIN THOMAS SEAMANS
John Shanley
BARD DANIEL MALOVANY
LINDSEY ANDREA VARDI
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
ANNE KATER REEVES
Benjamin Gerrit Hazekamp
Josephine Osei-Tutu Yeboah
AMY ELIZABETH BURCHETT
Ryan Keith Ulrich
Jordan Alexander Ciulla
Victoria Singkai Baker
John Patrick Kirlin
Patrick Aidan Mcknight
ANTON L REESE
Gus Miller Mask
TRAVIS KEVIN FOX
RICHARD CHRISTOPHER JONES II
Keshia Keene
Matthew Jacob Figueroa
JANET MARY HALEY
Andres M Vitalis
Maxwell Frank Nixon
Dante Moncrieffe
Carl Christian Matysek
Brian Jordan Petersen
THOMAS WITT BAKER

Within 25 miles of Dumfries, VA, Best Investors lists 345 registered investment advisory firms with 851 offices nearby, managing about $17.3T in combined regulatory AUM across 3,379,069 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 Dumfries

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM