Best Investors Account Sign in

Best financial advisors in Jefferson Mnr, VA

Registered advisers within 25 miles of Jefferson Mnr, VA.

Offices
1,734
Firms
726
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,478 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
ROCKBRIDGE ASSET MANAGEMENT, LLC
ULTRATECH CAPITAL PARTNERS
8TH STREET INVESTMENTS, LLC
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDELMAN FINANCIAL ENGINES
MOORS & CABOT, INC.
FIRST GEORGETOWN SECURITIES, INC
EDWARD JONES
CITIZENS SECURITIES, INC.
MER CAPITAL MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
KINGSWOOD WEALTH ADVISORS, LLC
UNION STREET PARTNERS LLC

Investors

GREG HASSETT
CECILIA Y ZURITA
KATHERINE ANN MCSWEEN
Jesse P Kahn
Pablo Andres Morantes Saa
James Alan Ventura
NADER TAMADON
BRANDT FREDERICK ZIMMERMAN
DARRELL DEVIN NOLTON
Martha Youngsun Kim
David Brown
Yue Fiona Yang
Charmaine K Cheng
Evan Christopher Tanner
KARL WAYNE CONRAD
ABRAHAM JONES
PATRICK STEPHEN BURKE
Julia ETHERIDGE Ebron
MARY ELIZABETH O'REILLY
EDUARDO Saulo ALZONA
Jennifer Roensch
Michael SMITH Kelly
RAYMOND HAROLD HASSER
Daniel Anthony Pennant
MUHAMMAD N SHAUKAT
ALECIA MISCHELLE DUPONT
GREGG W SNOW
MARIKA ANN HUSOVSKY
NICOLE CHRISTINE ANDERSON
TATIANA SENDETSKAYA
ADAM JAMES NOWAK
THOMAS KEVIN FAHEY
SHELDON C STEWART
Richard B. Renz
STEPHEN MICHAEL BEARCE
JOANNE MCGRATH
CARL MARTIN TREVISAN
KEVIN LAMONT ANDERSON
WINTHROP COLWELL COBB
NANCY ANN STICKEL
CHRISTOPHER RUSH
Breonni Gantlin
FORREST EDWARD WILLIAMS
JULIO CESAR VILLAZON
MOHAMMED M. AJMERI
ROSA MARCELA GONZALEZ
ANDREW J. ARNOLD
NATNAEL ALEM
MARGARET ANN COUTINHO-BETANCOURT
DANIEL M. CASTANEDA-DULYX
KYLE DEWS
MICHAEL RAITH
BRENDAN NIXON
MATTHEW ELLIS
DANIEL GEORGE JABBOUR
FATIMA SHAHID
JEFFREY SHEATS
THEODORE P. RYNN
ALIOU SOW
ZACHARY SPRADLIN
KEVIN JAMES MCCARTHY
BENJAMIN BALDWIN
MATTHEW WILLIAMS
MICHAEL JOSEPH FAZIO
STEFAN MARIC
ZACHARIAH MELCHER
PETER CREIGHTON KEEFE
MICHAEL EDWARD SHEA
LISA CARROLL PENDLEY
ROBIN L CHRISTMAN
MICHAEL ROY SLAYMAKER
GEORGE TYLER MICHAEL
Kevin Timothy Hoonan
THOMAS ANDREW GRAHAM
ELIZABETH CECCHINE MILLER
Mark Allen Stull
Caroline Fauquier
Gerald Lee Lyon
Neil Jude Goetzman
Charalambos Ferssizidis
RICHARD DRUMMOND LONG
James Douglas Hempstead
JOHN FOGARTY MCCAFFERTY
GRANT THOMPSON
ISABEL ANGELINA BARROW
LAKEISHA NICOLE HILL
WINFIELD KEYS MAYNE
Thomas Wilbur Jewsbury
AKHIL RAJIV IYENGAR
MICHAEL JOHN KURKA
Hope Marian Goetzman
Neil Charles Goetzman
Linda Haycock
KEVIN AMIR JONES
ROBERT TAYLOR MANN
CHARLES WILLIAM HARRIS
MARK ELLIOTT RICARDO
ALEXANDER D CANAS BARRERA
STEPHEN DAKIN PATTISON
NIKLAUS W PLEISCH

Within 25 miles of Jefferson Mnr, VA, Best Investors lists 726 registered investment advisory firms with 1,734 offices nearby, managing about $21.3T in combined regulatory AUM across 3,904,478 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 Jefferson Mnr

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