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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

BROAD RUN INVESTMENT MANAGEMENT, LLC
PLANDEAVOR
SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL ALTERNATIVES, LLC
SANDS CAPITAL HORIZONS, LLC
SVB WEALTH
WELLS FARGO CLEARING SERVICES, LLC
NAVIMED CAPITAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
C4M GLOBAL ADVISORS LLC
COPE CONNELLY
J.P. MORGAN SECURITIES LLC
ALBRIGHT CAPITAL MANAGEMENT LP
CHARTED VENTURES LLC
WASHINGTON HARBOUR PARTNERS LP
DOXA CAPITAL, LLC
CHORAL CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC

Investors

DAVID SHAFFER RAINEY
BRIAN EDWARD MACAULEY
IRA MITCHELL ROTHBERG
Claire Simone Spirtas-Hurst
BRYAN HUGHES ADKINS
Christopher DeLeon
Joshua Julian Zins
William Bonham Scoggins
SARAH KATHLEEN ORLANDO
SAMUEL KUSHNER
TODD WELDON IHRIG
JOHN ROBERT ROHRHOFF
JOSEPH MICHAEL COPE
KEVIN PATRICK COPE
Faith Doyal Goodwin
Beatriz Salvat
DAVID NASH MUCCIARO
ROBERT CHASE LEE
KEITH COHEN
SWATI SHANDILYA
Yan Zhi Huang
Edgardo Leonel Oliveros Chavez
Nicholas Masih
MICHAEL FILLERS BOLEN

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