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Best financial advisors in Kingstowne, VA

Registered advisers within 25 miles of Kingstowne, VA.

Offices
1,689
Firms
714
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,455 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
EMERGING CAPITAL PARTNERS
PERIWINKLE TRADING LLC
SHB ADVISORS
IAFF-FC ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
REMBERT PENDLETON JACKSON
SAVANT WEALTH MANAGEMENT
PNC WEALTH MANAGEMENT LLC
AURORA POINTE CAPITAL MANAGEMENT, LLC
WINSTON PAUL CAPITAL MANAGEMENT, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOGART WEALTH, LLC
WEST FINANCIAL SERVICES, INC.
CITIGROUP GLOBAL MARKETS INC.

Investors

Oluwarotimi Odutola
SAMIR HARENDRA BHATT
ALLAN FREDERICK WESTCOTT
DANIEL NOHHYON KIM
PATRICK HUGH BOINEST
Jeremy S Kim
FARZANA Clara SULTANA
BRETT WILLIAM ROPER
ELIZABETH STEINER CLOUGH
John Kenneth Wolff
JEFFREY ALLEN CANAVAN
ELIZABETH FRANCES DREW VERDI
NICOLE MARIE MONGEON
Bob Brafo Amoako
DANIEL JOSEPH LARRABEE
David Seth Tebor
Payton Adam Rembert
Tyler Theodore Morris
DWAYNE ANTHONY JACKSON
NEWTON GAY PENDLETON
CHARLES ELLIS REMBERT
LESLIE DAVID IRBY
DANIEL E JACKSON
Dennis John Reilly
AARON PEARSON
Jesus Vega Rojas
Eric Montemaggi
J THOMAS KNIGHT
DANTE JOEL WILLIAMS
HYUN SUP SONG
RICHARD LEE KESSINGER
JULIA TRAN
MATTHEW PETERSON
Michael Joseph Ludwitzke
Vera S Shaker
Nubia M Garcia
Sandra Lombrano Terronez
Patrick J Marcinko
ELISE KATHRYN WENTE
Nicolas Anthony Conforti
Carrie Helene Malatesta
Chaz Harrison Billak
TORRY Lyons Dell
NELL RICHESON CORDICK
MICHAEL BENITO CAMARA
BRIAN PAUL WINDSOR
ALLEN CHARLES EICKELBERG
Sydney Rutledge
Thomas Augustine Kellogg
Victoria Elizabeth Holcom
MICHAEL PATRICK DUFFY
Nathan James Vandemeulebroecke
MORGAN BAKER VETH
Austin Hilscher
BRIAN LAURENCE MACKIN
RICHARD JONATHAN STOLZ
ABIGAIL ELIZABETH JUST
KRISTAN LEIGH ANDERSON
PATRICK F FITZGERALD
ANGEL IRAZOLA
KIRSTIE BRIDGET STURMAN
TANYA BRITTINGHAM CARSON
Rodrigo Esteban Huerta
Brendan J Lyons
Eduardo Wisbrun
DANIEL TROSCH
BRIAN JAMES HORAN
VICTORIA Grossmann Henry
Jack Robert Lawrence
THOMAS BRYANT GAULTNEY
Udeme Greens
FRANCISCO CASTELLANOS

Within 25 miles of Kingstowne, VA, Best Investors lists 714 registered investment advisory firms with 1,689 offices nearby, managing about $21.1T in combined regulatory AUM across 3,904,455 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 Kingstowne

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