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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
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
BLUELIST PARTNERS, LLC
FIRST COMMAND ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALPHASTAR CAPITAL MANAGEMENT
EDELMAN FINANCIAL ENGINES
GIBBS WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

Jonathan Winston
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
MARK FRANKLIN POLLOCK
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
Ryan Stephen Dillard
GLENN EDWARD RYHANYCH
DAVID ALAN BASINGER
Eric Jay Green
Donald Burklew
Chase Gregory Messinger
Nicholas Brandon Cavano
Christine Cortes
Samuel Caudill Trimble
David Varick Ready
Kathleen ANN STRONG Catts
Andrew Carson Day
JULIA EMILY JARRETT
Samira Brown
DAVID ALAN LOPEZ
Luis Chase Lopez
Bradley W Booth
RODNEY JAMES WILLYERD
Cherisse Juliana Ferrier-Yarde
Preeti Shakya
ADAM SAMUEL ENTIN
MICHAEL WILLIAM GRADY

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