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Best financial advisors in Great Falls, VA

Registered advisers within 25 miles of Great Falls, VA.

Offices
1,851
Firms
763
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,103 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

POTOMAC WEALTH MANAGEMENT LLC
DECISIONMAP WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRIO WEALTH MANAGEMENT, LLC
OKEANOS VENTURE MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
T.M. WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
COVENANT WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

Investors

MILES SCOTT LAUBINGER
KURT ERIC LAUBINGER
PAUL CRAVEN BENNETT
MARK EDWARD WEBER
Luke Robert Avery
SERGIO JAVIER TELLO
GEORGINA TING TING MAN
MICHELLE PATTERSON HUNDLEY
KEVIN D MCLOUGHLIN
Charlotte Grace Bell
Lauren Bell
ADIL OMAR SALAH AHMED
K VANESSA KEITH
NELSON MONTES TORRES
Terence Vincent Gallagher
Jwala Basnet Shivakoti
TRISTAN WILLIAM HAWKINS
DAVID X CHU
LESLIE ALAN NIBLOCK
GARY JOHN FREY
THOMAS RYAN SENECA
SAMANTHA RAE GRIECO
PEILIANG CUI
SHREEVA AYLOR
KENT ALLEN JOHNSON
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
MICHAEL A ROMANO
JARED ROCCO ONORATO
PHILIP THOMAS CORSO
GRAYSON SCOTT HURLEY
DANIEL COOPER
Ryan Douglas Scott
MEGAN LEE CLARK
Keron Smith

Within 25 miles of Great Falls, VA, Best Investors lists 763 registered investment advisory firms with 1,851 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,103 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 Great Falls

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