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Best financial advisors in Engleside, VA

Registered advisers within 25 miles of Engleside, VA.

Offices
1,564
Firms
683
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,901,439 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERICAN EXECUTIVE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
THE EDGAR LOMAX COMPANY
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
TESFAYE O'NEILL FINANCIAL
WESLING FINANCIAL PLANNING SERVICES CORP.
WEALTHCREST FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

YONAS SHIFERAW DEMEKE
Michael Patrick Casey
Carlos Velasco
Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
TRAVIS HUNTER CLARKE
STEPHEN DAKIN PATTISON
Violet Son
JOHN MARTIN BERNARDS
John Garstka
STEPHEN GEORGE HARVEY
MARY ALISON FIFE
Girum Tesfaye
JULIANA ROSE O'NEILL
MICHELLE CULPEPPER FENAOUI
TIMOTHY ROBERT WESLING
Taekyung Yoon
GUY ROBERT X. MIDDLETON
Patrick William Kimmel
GREGORY PETER GRIMSLEY
RUSSELL GOODMAN ROBERTSON
PATRICK BRYAN BEAGLE
STACEY LYNN STEIN
HAKIMA BENCHALH
JOHN ROBERT TAYLOR
KYLE EUGENE BELL
THIENKIM LY TRINH
JUAN PABLO URIBE
KEVIN MCCALL
KATHERINE JANE JARGO

Within 25 miles of Engleside, VA, Best Investors lists 683 registered investment advisory firms with 1,564 offices nearby, managing about $20.8T in combined regulatory AUM across 3,901,439 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 Engleside

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