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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

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
INVESTMENT GROUP MANAGEMENT LLC
STRATOS WEALTH ADVISORS LLC
MASON INVESTMENT ADVISORY SERVICES INC
COMMONWEALTH FINANCIAL NETWORK
MERITIS WEALTH MANAGEMENT, INC.
WEALTHSPIRE ADVISORS
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COVENANT WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL SQUARED FINANCIAL LLC
BLACKFIELD CAPITAL MANAGEMENT LLC
VOYA FINANCIAL ADVISORS, INC.

Investors

Adriana Colback
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
JAN ERIC KOWAL
JASON KOWAL
CHRISTOPHER LEE SCHREINER
SCOTT STANLEY GEORGE
DAVID WALTER ODIORNE
DAVID ROBERT GILBERT
JOSEPH ALFRED LAMOGLIA
STEVEN RICHARDSON
TIMOTHY PETER SHEAN
RYAN KELLINGER
LAURA DEAN PERKINS MARKOFF
JAMES CHRISTOPHER BROWN
HEATHER MCGOLERICK
LIMIN LEE
KARL JACOB STIEGMANN
GARY RICHARD SOBELMAN
JAY MICHAEL WEINSTEIN
MICHELE GABRIELLE WALTHERT
MICHAEL J BURKE
HOWARD PAUL OFFIT
DONALD BROOKE FARREN
BART JOSEPH LANMAN
ASHLEY ELYSE IDDINGS
MAX JOSEPH MELTZER
CHRISTOPHER COLIN KIESSLING
CHRISTOPHER SANDSTROM MAXEY
DMITRIY KATSNELSON
Seong Ho Kim
David Andrew Dickman
SCOTT NATHANIEL BRODY
WILLIAM BRIAN SCHWARTZ
ROBIN A DOBBS
Garrett R Scranton
ANA C ANDONIE
Beau David Hall
Malcolm McCoy
Mary Bottella
Drew E Woolery
Alison Jiyin Wilmore
JEFFREY DANE CORVIN
NICHOLAS A GARCIA
SEAN A. CAMPBELL
Ethan L Copeland
Ryan DeLeon
Liam Desmond
Ryan E Jordan
ESTHER AHIAGBEDE SMITH
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
Asitha Sanjeeva De Silva
ALEKSANDR S SELEZNEV
EDWARD LU
LAWRENCE HARRISON WEBER

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