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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

CITIGROUP GLOBAL MARKETS INC.
TANDEM CONSULTING
NAVY FEDERAL INVESTMENT SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
ACCOLADE PARTNERS
RBC CAPITAL MARKETS, LLC
LIBERTY STRATEGIC CAPITAL
ARDENT VENTURE PARTNERS, LLC
THE BRYDON GROUP
IG4 CAPITAL ADVISORS US LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
GLASSMAN WEALTH SERVICES, LLC
TEMPLER WEALTH MANAGEMENT, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

FELIX MIKE LOREDO
Oluseun Adeyemi
MAX LIONEL MOLINA
THOMAS ANDREW TOTH
REGINA ANN MAYHEW
FARESS ALAKWAA
Stacia RiYan Williams
GABRIEL JOSEPH KRAWCZAK
Justin R Simoni
ABRAHIM Mutee KASSIM
Aaron B Clem
ANTHONY CHRISTOPHER WADDELL
THERESA CAMILLE WADDELL
TODD MICHAEL TRZASKOMA
Taylor Ayers
TAMMY BERNETTE HAYGOOD
Christopher M Pifer
SONG SU YI
SUZANNE EILEEN SWEENEY
SUSAN MARIE HOVANEC
MARY ELIZABETH RAFFERTY
AMIT SHASHIDHARAN
ANDREW STEPHEN LEONARD
STEVEN RUSSELL WHITTAKER
EMILY MCCALL HUFFMAN
BENJAMIN BRYCE TENER
ELISABETH CHRISTINA ANNE HEROLD - ROGERS
PETER CLAYTON SCHAEFER
Edward Knox Sturtevant
Tracy McCrory
Alizeh Afzal
Cari Marie Neitzey
Madelyn Paige Simmons
SHAWN BRANSBY OREILLY
PATRICK JOSEPH HOLLEY
JOANNE M DESJARDINS
MATTHEW MEZEY GRAY
Colleen Carroccio Gormley
NICHOLAS CONSTANTINE MARCHIO
Kevin Francis Brewer
LOREN LEROY DANIELSON
DIANE COSTELLO SCHAEFER
AMY DUNKELBERGER STURTEVANT
MARY LORETTA MATHIAS
MATTHEW BRUDNIAK
LEO CONRAD TUCKER
MARCELLO AKAIM TRIGG
BRENDAN HANNAN TRACZ
Mark Pita
Benjamin Judah Loube Pearson
TRAVIS JACOB RUSSELL
Lindsay Garland Shetterly
Candace Marita Lee
BARRY SCOTT GLASSMAN
DANA GEORGE SIPPEL
ERIC SCOTT DUNNER
COLIN MICHAEL GERRETY
DONALD ALLEN GRESH
Jhonny Antenor Merida Soto
TRENT JAMES TEMPLER
Todd Youngdahl
Maura Campion Schauss
Joshua Daniel Graham
Robert Schneider
LYNNE CELIA

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