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Best financial advisors in Fredricksburg, VA

Registered advisers within 25 miles of Fredricksburg, VA.

Offices
2
Firms
2
Combined AUM
$396B
Firm-wide filings, not assets booked only here
Clients
5,542
5,542 clients when Item 5C has a number
Avg / client
$71.4M
Combined AUM ÷ clients

Nearby offices

Firms

Investors

Within 25 miles of Fredricksburg, VA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $396B in combined regulatory AUM across 5,542 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 Fredricksburg

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