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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

MORGAN STANLEY
AGINCOURT CAPITAL MANAGEMENT, LLC
CHOREO, LLC
CETERA INVESTMENT ADVISERS LLC
TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DAVENPORT & COMPANY LLC

Investors

ANNE SOUTHWORTH
MARK ADRIAN LANGE
FLETCHER THOMAS METZ
Monica J Handy
BRENDAN C TOONE
Christopher Campbell
NAVEED A YOUSUFZAI
Morgan Franklin Prime
Emilia Penney
Natalee N Hale
JUDITH LYNN STAUFER
S CRAIG DUNBAR
KENNETH MATTHEW CADDEN
THOMAS YATES CATLETT
KENNETH RUSSELL SIZEMORE
ROBERT JOSEPH FISCHER
DAVID TELFORD HAWKINS
SHEILA DIANE DENZLER
JEFFREY SETH KAPLAN
JASON MUIR HABEL
VICKIE LYNN CRAWFORD
LATOSHA LOVE FOX WILKERSON
STEPHANIE JEAN CAUDILL
DANIEL GRANT PRICE
CHRISTINA J GOODMAN
ROBERT WRIGHT BROCKMEIER
KELLY BEAL ROSS
JEFFREY EDWARD GARNER
Jeffrey M Law
KATHLEEN LOUISE THOMPSON
KENNETH MATTHEW SIZEMORE
PATRICK FARINHOLT DUNBAR
CHARISE M PARHAM
WILLIAM F DAVISON
Cody Rankin
WILLIAM ROBERT HASSETT
KENNETH WARREN JAMERSON
MARC DAVID CRAM
WENDY LYNETTE COGGSDALE
THOMAS RAY GEE
MARY BARTLETT TAYLOR
DAVID ANTHONY BONJO
TIMOTHY LLOYD STRAHAN
MICHAEL WADE HOUSDEN
MARK PARKER FALLS
Edward Jarratt Ramsey
Kelsey Mansmann Beaulieu
JACK NICHOLAS ESTEP
Charles Bugg
Daniel Christopher Lawson
Christopher D Alfano
KEVIN MICHAEL LAVERY
E MASON COCKRELL
STAMFORD YUNG NIOU
QUYEN MY CHUNG
ANNE SNEDDEN BOULEY
BRIAN SCOTT MARSHALL
Justin Matthew Hildebrand
LEWIS DUNCAN BUOYER
RYON HALE ACEY
SHANNON BORUM HUGHES
JOHN CHRISTOPHER HABERLIN
STACEY LYNN MARGOLIS
JED F MILLER
Jason A. Bennett
Benjamin Gallik
CATHERINE CONDON TEMPLE
PATRICK THOMAS O'HARA
WILLIAM CARLTON SHEPHERD
Sheri Werner Nickolas
WESLEY HOWELL WATKINS
NICHOLAS ROGER BERTOZZI
DAMON GREGORY LICHTENBERGER
BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING
HOLLY A SHARP
SCARLOTT LEIGH CAGLE
RICHARD CHAMBLEE VAN ZANDT
GORDON ELLIOTT CALDWELL
CHRISTOPHER NOEL PHILIPOOM
ASHLEIGH N. LEMASTER
Di Wu
WILLIAM HARTWELL COX
SCOTT THOMAS DAVISON
KIMBERLY NOELLE NICHOLS
HENRY BENJAMIN SUPINSKI
Kirk Stoldt
Philip Jefferson Carter
BRIAN LELAND HYDE
Joseph Anthony Gairo
ASHLEY S HARGROVE
JOHN HENRY WICK
MARK DUSKIN DALTON
BEVERLY ARRINGTON GUTHRIE
ALAA AHMED HAKKI
MARYANNE CATHERINE DIGGS
HILL CARTER MALLORY
DAVID HENRY KRAFT
M CRAIG POLINCHOCK
BLAIR FRANKLIN ROSE
AMY ROSEN RICE
DAVID MICHAEL SIMPSON
MELODY DIANE BOURNE-JACKSON
SHANNON A ROTH
JORDAN CHALKLEY
ADAM JOSEPH KOZUCH
Sophia Danielle Crowe
JEFFREY CREECH
ROBERT BLACKWELL BARNES
RALPH HARTWELL SAUNDERS
JEFFREY ALLEN HAYES
WILLIAM ALFRED RICE
TIMOTHY EDWARD POORE
CHERYL L SILVER
JOSEPH MICHAEL GRAPPONE
WILLIAM N RICE
ALLYSON MICHELLE PUTNAM
MARK DAVID GOODSTEIN
KEVIN T WOOD
ALAN CHARLES HESS
DAVID WILSON DRULLARD
HENRY CLAY SHORES
KIM FELTS MCCAULEY
DANIEL KENEFICK FRYER
JANE MICHELLE JENKINS
VIVIAN JUNCO-LEON
EILEEN P MOZINGO
LISA LITTLE
ROBERT A READ
JASON LEE WILLIAMS
JASON KING
GREGORY EUGENE ROLEN
REBECCA KOSNAC BAUGHMAN
WINATA WICKER
William Leonard Carl
James Andrew Carleton
PAUL ANDREW STAPLES
MELISSA RAMONA TOWNES
KAREN ANNE JONES
ROBERT TIMOTHY BUTTERWORTH
KAREN DREESSEN HIGGINS
BENEE MICHELLE MARSHALL
RICHARD SCOTT EWING
RICHARD CLAY WHITE
Jennifer Povilaitis
Alexander Dempsey
JASON HUDGINS MONTGOMERY
KEITH ALAN JOHNSON
KAREN ASHLEY WHITLOCK
WILLIAM CHURCHILL GARTER
DAVID CALDWELL GARDNER
CHRISTOPHER MICHAEL CARLIN
JOHN THOMAS HADDIX
MICHAEL BARNES
GLORIA VANESSA RAMIREZ
ISAIAH SIMEON-JAMES SYMEONIDES
RO-DERRICK VICENTE BRANCH
SARAH DAWN WILSON
HILL CARTER MALLORY
Maxim Stupak
BRYAN RICHARD HALSTEAD
BRUCE RANDALL ARNETT
FREDRIC TODD MACHOLZ
BRYAN RANDOLPH NORFLEET
DAVID MARK SMITH
WENDY KATHERINE WILLIAMS
WALTER MICHAEL FISHER
JOHN PIERRE LAMBERT
JASON AARON MADISON
ROBERT TRENT MCGUIRE
ROSS MICHAEL PLUNKETT
JOSHUA DAVID VISCONTI
KATHRYN JAMES SMITH
KAREN S. DAVIS
ZACHARY ALAN BLAISDELL
AMANDA CECILE NICHOLS
DAVID HENRY BUTERBAUGH
BENJAMIN TAYLOR BLUE
WHITNEY LEIGH WELTY
DUSTIN BLAKE SMITH
VIC LAMONT BENNETT
JOSHUA POWELL
ANNE Elizabeth BIRD
APRYL KAY HALSTEAD
WILLIAM ALEXANDER PHIFER
WILLIAM CHRISTIAN KILLORN
RALPH JAY POLING
ELIZABETH WOODS TYLER
LORI ANNE MAASS
SCOTT THOMAS POMEROY
DAVID BUCHANAN BRUCE
ALLEN GREGORY SLEEMAN
KIMBERLY WOODEN WOODSON
BLAIR STUART
RANDALL ALEXANDER ARNETT
COTY ALLEN HEISER
ERICH MILES PICKELHAUPT
CARTER MICHAEL NEAL
BRADFORD CLAYTON ELLIS
JESSE LUCAS LAMPHERE
JASMINE SIMONE ROBINSON
MUHAMMAD FAROOQ WARRAICH
ALEC MICHAEL LOMBARDOZZI
THOMAS JOHN FITCHETT
WAYNE ST JOHN HEMANS
Jonathan Brian McDougald
EDREES SIDIQI
JOELENE RENEE HOTZE
MARK WOLF
DANIEL WALTON
JACKSON SCHOTT
JENNIFER MARICELA PICKELHAUPT
KATERIN XIOMARA ALBAYERO-KELLY
MARK YOUNG KIM
DEREK BRAXTON
BRANTLEY WAYNE DEBERRY
JULIA FRISKE
Zachary James Martindale
Tanner Statton Leary
Isaac Richard Montieth
JOEY PORFIRIO SNYDER
KATHLEEN L BURTON
KENNETH W. WAYNE JANES
NORMA HOUSER SELLORS
ROBERT MATTHEW MULLER
Robert Nodar
DAVID ELLERY JENNINGS
PHILIP HUNTER JANNEY
John Robert McKetta
MARY KATHERINE P LUU
ADAM SCOTT LAYNE
STEPHANIE L WISEMAN
ERIN ELIZABETH ANTILL
GORDON ALBERT EIDE
JACK THOMAS HEYL
Richard Albert Crittenden
WILLIAM STUART JETER
MARSHA ANN MATTHEWS
JOEL RICHARD MEEKS
Garrett Walsh
BRIAN KEITH ZIRKLE
DIANE YHLEN
RANDALL S TOOTLE
RICHARD S. DICKERSON
ROCHELE ANNETTE NELSON
GREGORY DAVID GERCZAK
IAN R PATRICK
BRANDON LESLIE MILLER
Theodore Moore Walkley
MARCIE PALMITER NEIGER
Tiana Smith-Cluff
Dalton Connor Kitchen
JOEL David Hanson MARTIN
Charles CRAIG Blades
BASIL MAGRUDER JONES
ELAINE SIMONS HUTCHISON
JAY PAUL MOORE
Thomas M Heaton
Brian Ronald Kucskar
Darren M Mazzoni
Eric J Watson
JOHN STEVEN DELANDRO
JOHN ALTON JONES
Robert J Kaltenschnee
Casey Lane Farmer
Jonathan M Headley
Samantha Dunn
Marc J Wein
Lisa Michelle McKittrick
Carol Griffin Claytor
Caroline HARDY Salman
DONALD MARK WINDER KEMP
Joseph Andriano
Perry Arthur Guthrie
SHANNON M VAUGHAN
CHRISTOPHER HARRINGTON DAVIS
CASEY WARCEWICZ
MARIA KOMIANOS
DONTE CHRISTOPHER SMITH
KARIS L COX
R. BRANDON W MOORE
CHAD CIESLEWICZ
MARY A TORRICE
Severiano Garcia Corradi
GREGORY HOWARD SINGLETARY
GUY RICHARD MILLER
JOSEPH HENRICO TORRICE
JONATHAN MILES HEADLEY
CHRISTOPHER SWEAT ABBOTT
Nate Urso
Nicholas Christian Palmer
Douglas Coles Randolph
Laura Ashleigh Ward
Conner D Forster
Sara Averette Johnson
COURTNEY ROSENBERG ORENSKY
JOSEPH ANTHONY LOMBARD
JAMESON M EDDY
DAVID MATTHEW HENDERSON
JAMES EDWARD SANDERSON
TEN EYCK THOMPSON WELLFORD JR
STACEY MARTIN BERKLEY
Harrison Geho
THOMAS RUSSELL BRANCH
Coleman Carlisle Wray
Karli Woodcock-Tench
Aidan Michael Fitzgerald
William Tucker Morris
Amanda Reese Meeker
Spencer Madison Harris
Aniyah Payne
JOEL MASON RAY
TIMOTHY STEWART TAYLOR
MARY FRANCES DAVIS
JAMES EDWARD CRAWLEY
ROBERT FRANCIS MIZELL
JAMES READ BRANCH
WILLIAM ROY CHARLET
VIRGINIA MCALISTER PITT
MERRILL PASCO CANN
SHARON LEE GILES JETT
KEVIN GEORGE BOLL
THOMAS WINSTON PRICE
JULIE ML APPLE
GEORGE LEVIN SMITH
FRANCIS DRAKE JOHNSTONE
TAMMY RENE SEVERT
KYLE A LAUX
STEWART MIKELL RODDEY
GEOFFREY ADAM SULANKE
Timothy Reyes
KRISTINA ADELAIDE PALANGI
KEVIN COOGAN BENNETT
Tyler Markatos Clark
Chad Harris
Emily Jane LaVay
DOUGLAS JAMES GEBHARDT
Natallia Vladimirovna Batsukova
Renita Yoon
WALLACE NELSON KING
JUSTIN GREGORY CHARNOCK
Jerrell Deonte Smith
Alison Sanders Crowder
Nicholas Dohn Guyer
Lily Virginia Silva
CONRAD BANKS ROBINSON
James Lersch
Frederick Rhodes McDavid
Ramsay James Ward
Ann Margaret Boyd
KIMBERLY ASHWORTH BLANCHARD
COURTNEY EDWARD ROGERS
KIMBERLY BROWNE WILLIAMS
TIMOTHY ASHLEY COGGESHALL
RICHARD EDWARD DOLAN
HARRISON MONCURE GEHO
MICHAEL EDWARD FLYNN
JOHN PAUL ACKERLY
IRVING LEE CHAPMAN
HYLAH BOYD BALLOWE
RICHARD SHERMAN LOONEY
THOMAS RUTHERFOORD FERGUSON
Elizabeth Brailsford Brown
SAMUEL ROBERT DITTMAR
Sarah Margaret Grammer
James Weber Harris
Clark William Halladay
Julia Katherine Shaffer
ROBERT BENTON GILES
RICHARD WALTER JONES
JOHN MICHAEL LANDRY
JAMES FRANKLIN LIPSCOMB
COLEMAN WORTHAM
MICHAEL SUNDERLAND BEALL
LUCY WILLIAMS HOOPER
EDWARD TRIGG BROWN
EUGENE MASSIE VALENTINE
MAUREEN ANN GALLIHUGH
HENRY LEE VALENTINE
DARLA DALE AYCOCK
KENNETH STUART GREGORY
ANN HOLDEN GURKIN
CHARLES LUNSFORD JOHNSON
JAMES RUTHERFORD MOORE
Max Skirkanich
HARRY BRIGGS BEADELL
Tammy Lynn Kane
Michael Warren Coggeshall
Derek David Christmas
ANDREW LANKFORD EVERETT HARGROVES
BRIAN RANDALL O'NEAL
KIMBERLEY ANNE SKOWYSZ
VAN DYKE JONES
STEFANIE CECILE BOYKIN
CHRISTOPHER GLENN PEARSON
AMANDA AVERY ST JOHN
WILLIAM B CLELAND
STEPHANIE LYNN BEDNAR
ROBERT A GRAGNANI JR
DIANNE MARIE BALLARD
KELSEY V BOTTOMS
COLIN MILES MAY
Robert Charles Rice
John Caldwell Westfall
DENNIS MICHAEL TARRANT
AUDREY LUNSFORD MCCRAY
HOLLY RAY CROCKETT
Frederick Gordon Fram
JOHN WHITFIELD VETROVEC
THERESA ANN MANNING
SHANE M CASON
PATRICK THOMAS SLACK
JON TAYLOR MCELHANEY
STEVEN SCOTT MARTIN
WILLIAM ROBERTSON BEVERLEY HERSHEY
ELIZABETH DOZIER LEE POLLARD
William Franklin Sharp
VIRGINIA WORTHAM KEHLENBECK
LEAVENWORTH MCGILL FERRELL
JAMES E. DAVIDSON
EDIN NMN TERZIMEHIC
CARL WRIGHT RAMSEY
KEVIN J HOPKINS
JONATHAN AUBREY STRATTON
JULIAN SWOOP HILLERY
TIFFANY MCCOY LONG
MARK NICHOLS REAMS
HERBERT FOREMAN HARGROVES JR
WILLIAM IZARD VALENTINE
Timothy Jackson Taylor
JOSEPH C THOMPSON
SHREVE WESTWOOD ROHLE
JOSEPH LEE KEIGER
ASHLEY Rutledge D' Alessandro
CYNTHIA MICHELLE CALL
ELIZABETH ANN JARVIS
EVAN JAMES GILBERT
LIANNE MARIA RECCHIA
Daphne Beckstrom Martin
Venkat Nagasai Miriyala
Thomas Valenza
JOHN BARTLETT TRIGG
Thomas Watson
ANNE JENNIFER COLE
Justin E Corlett
Samuel Sweeney
RYAN DANIEL SHUMATE
JAMES WILLIAM WHELEN
JAMES LYON SMYTHE
JEFFREY FLOYD OMOHUNDRO
DOUGLAS WILLIAM STOPKEY
CHARLES CONWAY MUNFORD
ARMISTEAD C YOUNG
JULIE HARDMAN PRESTON
COLEMAN WORTHAM
MARION COSBY KASTENBAUM
HARRY YATES
HUNTER ROSS GOTTWALD
Kelley Tyger
RYAN MICHAEL BLANKENSHIP
DANIEL ROBERT MIZELL
STEPHEN THOMAS ABBOTT
CARLY CATHERINE Carmichael
THEODORE WINSTON PRICE
CHRISTOPHER PICKETT BLAIR
RICHARD GAILLARD OWEN

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