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Best financial advisors in Fort Lee, VA

Registered advisers within 25 miles of Fort Lee, VA.

Offices
214
Firms
98
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,517,468 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
TLG ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
ROBINSON NELSON
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

Kevin Glenn Foster
VERNON Hughes STOCKTON
Anne Meade Meadows
Tenley Corday Davenport Dixon
Leonard Irvin McAdams
Stephen Vail Smith
VAN DIEP ANDERSEN
SHELDON CLYDE DRAKE
Brandon Scott Smith
Brandon M Vaughan
Tyler Coffey
James Allen Jacobs
Jacob Snow
Lewis Golden Merrill
Moses Maxfield
CHRISTOPHER ANDREW JOLLEY
WILLIAM CARDER CONLEY
KIMBERLY ANN CIMBURKE
DOUGLAS LEE HARTZ
Lisa D Robinson
Samuel Foman Knight
Ingrid Ashley Kessener
Richard Allen Keller
JEANETTE COHN BISHOP
WAYNE EMERSON LEE
MARK YOUNG KIM
Bruce Conrad Willard
Juliette Raquel Sykes
CHRISTOPHER DENNIS

Within 25 miles of Fort Lee, VA, Best Investors lists 98 registered investment advisory firms with 214 offices nearby, managing about $10.8T in combined regulatory AUM across 1,517,468 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 Fort Lee

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM