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Best financial advisors in Franconia, VA

Registered advisers within 25 miles of Franconia, VA.

Offices
1,702
Firms
718
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,404 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

ARMSTRONG, FLEMING & MOORE, INC.
RESILIENCEVC
DARBY OVERSEAS PARTNERS, L.P.
IRON POINT PARTNERS, LLC
ACON EQUITY MANAGEMENT L.L.C.
ACON LATAM MANAGEMENT, L.L.C.
ROCK CREEK GROUP LLC
ACON INVESTMENTS MANAGEMENT, LLC
BIG LEAGUE ADVANTAGE
NEW CATALYST
MICROVEST CAPITAL MANAGEMENT
SEAF
COMMONWEALTH FINANCIAL NETWORK
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BLACK ECONOMIC ALLIANCE VENTURES, LLC

Investors

CARL LEONARD HOLUBOWICH
RYAN MAUGHAN FLEMING
CHRISTOPHER JAMES RIVERS
WILLIAM SARGENT JANES
THOMAS CHARLES LYNCH
Sumedha Malhotra
Elizabeth Donahue Schleifer
Joshua Andrew Kaplan
Nicolette Jane Davicino
Zachary Abraham Kaufman
MARY LOUISE MOORE
MITCHELL K STROBEL
JOHN KURT WITTELSBERGER
BRIAN DUNCAN LAW
KEVIN F SHAW
AARON JULIAN LUCASH
Hannah Aileen Brooks
ANDREW DUANE PAULSON
Michelle Mancari Rosenberg

Within 25 miles of Franconia, VA, Best Investors lists 718 registered investment advisory firms with 1,702 offices nearby, managing about $21.3T in combined regulatory AUM across 3,904,404 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 Franconia

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