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Best financial advisors in Fleet, VA

Registered advisers within 25 miles of Fleet, VA.

Offices
382
Firms
130
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,496 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

NAVY FEDERAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TYTON WEALTH
TRUIST ADVISORY SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PRINCIPAL SECURITIES, INC.
JYE WEALTH ADVISORS, LLC
STRATOS WEALTH PARTNERS, LTD
EAGLE STRATEGIES LLC
HERITAGE WEALTH MANAGEMENT GROUP, LTD
DOMINION CAPITAL WEALTH ADVISORS
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
WEALTHWAY FINANCIAL ADVISORS
UBS FINANCIAL SERVICES INC.
LEBENTHAL GLOBAL ADVISORS, LLC

Investors

AENON JAFFA WALLACE
MARK KEVIN KING
Andrew Clarke Meredith
Martin Daniel King
CHARLES HUTCHINSON MCCOY
LAURA BRAATEN GWATHMEY
Breann Alexandria Savage Lyon
Andrew McCabe Holloway
Irene B. O'Brien
Byron L Barnes
MICHELLE GINA GRIMSLEY
CARTER E BAILEY STEIL
Webster Franklin Nicholson
KENNETH JAMES ROYSTER
KENDRA BULLOCK
Joshua E Anderson
Patrycja Plucinski
SIDNEY EARL PHILLIPS
MICHAEL BENJAMIN BROADHURST
Zachary Nicklaus Tekamp
MARK HOWARD TEKAMP
WILLIAM TERRIAL ROACH
JENNIFER LEE NELSON
DAVID RYDER KENERSON
DAVID RYDER KENERSON
THOMAS JOHN RADDATZ
Richard Jon Wilcox
KEVIN JOHN ZYWNA
William Kalil Smith
PATRICK CVITANOVICH
SCOTT ELLIOTT SINGOR
JULIE T LEWIS
THOMAS ROBERT DICKSON
Lindsey Miller Roberts
Alexandria Zoe Wiles
BOBBI JEAN SAWYERS
MARK ALDO DESALVO
ROBBYN GEOFFREY GAYER
J RODNEY DUCKWORTH
John E Searing
KATELIN A. SHIELD
CHARLES MCCLANE ROBERTS
LISA ANN ROMANO
MARC DANIEL CIMMINO
NEAL ROBERT SMITH
JUSTIN COLE STEIL
Richard Wesley DeSalvo
TRACY LYNN COLLINS
JAMES ALFRED KITZ
CHRISTOPHER GORDON BEALE
Richard J Morrow
CHRISTY LEE GLEASON
COURTNEY MARIE RICHARD
Robert Hoeft
ERIC LAWSON FOX
TARA C CORRIGALL
KIMBERLY J ROSENFELD
CHRISTOPHER RAY DAVIS
MARK EDWARD RIENERTH

Within 25 miles of Fleet, VA, Best Investors lists 130 registered investment advisory firms with 382 offices nearby, managing about $13.2T in combined regulatory AUM across 3,049,496 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 Fleet

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM