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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

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
PRIVATE ADVISOR GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
UNION STREET PARTNERS LLC
MCLAUGHLIN RYDER INVESTMENTS, INC.
GOOD LIFE ADVISORS, LLC
BIG "I" ADVISORY RESOURCES, LLC
J.P. MORGAN SECURITIES LLC
ACORN FINANCIAL ADVISORY SERVICES, INC.
ROCK DEN ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
YESKE BUIE INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CARY STREET PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

Kirk Brian Diehl
ALEXANDER D CANAS BARRERA
DAVID JOEL BROWER
JACOB E BROWER
JAMES FRANCIS WORFOLK
NIKLAUS W PLEISCH
Jacobson P Truex
MICHELLE GLICKLIN
SHAWN PATRICK MCLAUGHLIN
Erik Kenneth Steudle
Tristan R Peschka
DAVID GORDON EVANS
CHRISTINE MARIE MUNOZ
Lauren Vining
MARK DOUGLAS HERMAN
STEVEN FRANKLIN BRANDT
Ronald Gordon Whitley
DIEP TY NGUYEN
ZAHRA KHAN
CRAIG EDWARD WALKER
REX ALAN MARSHALL
YUSUF ABDUL MAJEED ABUGIDEIRI
LAUREN STANSELL
Kacie Ann Fawls
Aubrey Joelle Klearman
RYAN JAMES KELLY
Rustin Mac McManis
ELISSA PAULINE BUIE
Timothy William Connolly
William John Tracy
GREGORY FRANCIS SMITH
BRIAN ELWOOD ROBINSON
MAZIE SOO-YEE WONG
WILLIAM KEITH SMITH
SHIHI CHU
BRYAN KEITH RILEY
IAN JOSEPH LOBO
COURTNEY REBECCA DAVIS
Devon Komran Varcoe
THEIN DAN KHIN
CHUN HANG CHAU
KAMAL MALHIS
MATTHEW TERRENCE CARBONE
JULIAN M FLORES
Brennan N Nelson
ROBERT ALAN HARSCHEID
XINGE Zhang
Jeanette May Lehner
Kounian Ding
CHERI ANN LITZENBURG
Brittany Anne Doughty
DOUGLAS GUY STEWART
THEODORE JAMES BROWN
WALTER DONALD BAYNE
ANITA REBECCA LEWIS
ASTRID ROSEMARIE BLAZEK
WILLIAM LEE MURRAY
DANIEL WHITING CLENDENIN
JONATHAN CRAIG SCIMECA
ANDRE GILBERTO PINEDA
Mustafa Al jadooa
Hanan Sowwan
JONATHAN WYATT GREENWICH

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