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Best financial advisors in George Washington, VA

Registered advisers within 25 miles of George Washington, VA.

Offices
1,785
Firms
743
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,008,363 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

ASAL INVEST
J.P. MORGAN SECURITIES LLC
GEF CAPITAL PARTNERS
ROCKEFELLER FINANCIAL LLC
JFG FAMILY OFFICE
LNC PARTNERS
STRATEGIC INVESTMENT MANAGEMENT, LLC
H. L. LICHSTRAHL & COMPANY, LLC
EIG MANAGEMENT COMPANY, LLC
HELIOS DIGITAL VENTURES ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
OMEGA WEALTH MANAGEMENT LLC
IAFF-FC ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST PERSPECTIVE CAPITAL LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
JADE & COWRY LLC

Investors

Taylor Ayers
Gladys Viviana Heath
Cathy Lynn Achter
Luke Rabiej
Fabienne TREMBLAY-PARENT
HOWARD LAWRENCE LICHSTRAHL
MICHELLE CULPEPPER FENAOUI
Davis Britt Gardner
EVELYN ISABEL OVANDO-FLORES
LISA ANNE KIRKPATRICK KIRCHENBAUER
JARED ALEXANDER JONES
ALLAN FREDERICK WESTCOTT
LOVIE TAJUANIA LEACH
Michael Anthony Bryant
Andrew J. Mika
Chris John Meighan
BARBARA JEAN OLEARY
Benjamin Judah Loube Pearson
JOHN FRANCIS FITCHETT
HUI-CHIN CHEN

Within 25 miles of George Washington, VA, Best Investors lists 743 registered investment advisory firms with 1,785 offices nearby, managing about $21.3T in combined regulatory AUM across 4,008,363 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 George Washington

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