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

J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
SAVANT WEALTH MANAGEMENT
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
WEALTHCREST FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ACORN FINANCIAL ADVISORY SERVICES, INC.

Investors

Douglas Fernando Lara Castro
KYLE EUGENE BELL
THIENKIM LY TRINH
JUAN PABLO URIBE
KEVIN MCCALL
KATHERINE JANE JARGO
DYWANE ALBERTO HALL
Shaun Germain
JOHN ANDREW FRISCH
JEFFREY LEWIS SCHATZ
Rosemary C Guilliams
Richard H. Allison
CHERYL S PARRISH
Noah Anthony Lester
David Harrell
THOMAS JAMES HUSZCZA
PATRICK DANIEL LANGDON
Joanne Marie Claypoole
ELAINE ROECKLEIN
Taylor Kirk Edens
JASON CARLTON LESNIK
ROGER ALLEN LINGLE
JAMIE LYNN HUDGINS
ROBERT DAVID STURM
Jennifer Reagan Kellett
DYLAN HAYES
James Delbert Boltz
PETER JOSEPH MARKET
GUY ROBERT X. MIDDLETON
Patrick William Kimmel
GREGORY PETER GRIMSLEY
RUSSELL GOODMAN ROBERTSON
PATRICK BRYAN BEAGLE
JOHN DENISON ARMATI
SCOTT WILLIAM MCDERMOTT
ANDREW WILLIAM ARMATI
Andrew Vree
Marco Edson Jauregui Flores
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH

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