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Best financial advisors in Fredericksburg, VA

Registered advisers within 25 miles of Fredericksburg, VA.

Offices
96
Firms
42
Combined AUM
$9.09T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,178,553 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CARY STREET PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APELLA WEALTH
JANNEY MONTGOMERY SCOTT LLC
THE RETIREMENT SMITH LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
INTEGRATED ADVISORS NETWORK LLC
THRIVENT INVESTMENT MANAGEMENT INC.
DAVENPORT & COMPANY LLC

Investors

FRANCIS PATRICK DONNELLY
CHERI ANN LITZENBURG
Brittany Anne Doughty
DOUGLAS GUY STEWART
THEODORE JAMES BROWN
WALTER DONALD BAYNE
ANITA REBECCA LEWIS
ASTRID ROSEMARIE BLAZEK
WILLIAM LEE MURRAY
DANIEL WHITING CLENDENIN
JONATHAN CRAIG SCIMECA
ANDRE GILBERTO PINEDA
SHIVANI SINGH
Crystal Michelle Piazza
Kevin Lynch
Margaret Hubert
Noah Alexander Snead
Rachel Marie Owen
Anthony James DeTrane
Savannah L Green
Amelia Grace Megan DeDecker
BERNARD WALTON MAHON
Mason Scott Garner
Ralph Wesley Mason
Sutton Mahon
DENISE YVONNE TOGGER
Edward Alan Vollbrecht
Stephen Wallace George
DANIEL JOSEPH BENDER
ADDISON MAXIMILIAN PRESCOTT POCK
Micah Sanzo
WHITNEY ECK RILEY
RONALD HENRY HOLMES
Bryn Thacker
WILLIAM MINER BARBER
DUSTIN JAY DEAN
JEFFREY BRIAN SMITH
CHRISTOPHER ROBERT KEENEY
Jack Pagan
Aaron Blackburn
Zack Capozza
TIBOR LASZLO BAKSY
JOSETTE MARTINIQUE SMITH
ELIZABETH O'REILLY PATE
ISAAC MARK CRITCHLOW
Thomas James Colson
JUSTIN P BERNIER
VICTORIA HELEN THORPE
NATHANIEL STEVENS EWOLDT
NICOLE HAWKINS-NORMAND
Michael Brooks
Karlena Noelle Renan
Jacob Daniel Normand
Bernard S Mason
DEIDREE R CAMPANA
Thomas Jefferson Sullivan
ALBERT RAY MERCHENT
EDEN LAVENDER COLTRANE
Stewart Everett Emenheiser
Seth Wagner
REGIS LEO KEDDIE III
RYAN STULTZ POLAND
William Lee Ford
ARIC NORMAN WAGNER
REGIS LEO KEDDIE

Within 25 miles of Fredericksburg, VA, Best Investors lists 42 registered investment advisory firms with 96 offices nearby, managing about $9.09T in combined regulatory AUM across 1,178,553 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 Fredericksburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM