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Best financial advisors in Lake Frederick, VA

Registered advisers within 25 miles of Lake Frederick, VA.

Offices
95
Firms
42
Combined AUM
$6.98T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,046,086 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EDWARD JONES
LEGACY FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
WS WEALTH MANAGEMENT, LLC
FIRST ADVISORS NATIONAL, LLC
TOBI, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Investors

Adrianne M Smith
RALEIGH EDWARD KRAFT
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
JAMES JOSEPH KELLY
Charles W Nagelvoort
Lloyd Charles Knight
Evan T Courtney
Bret Waterman Hrbek
Amy Marie Straightiff
Crystal Gail Foltz Hollar
Stuart F Freakley
Corey J Seymour
Erin Drumheller
AARON PHILIP MORMANN
Justin Robert Baker
Will Lawrence
Robert T Harris
Peter Wesley Walther
JONATHAN DAVID WAGNER
RICHARD BRIAN CZECHOWSKI
MARK VINCENT STYS
Allen Rilee Fredericks
Jennifer Joyce Holliday
Tihomir Nikolaev Yankov
SUSAN W KAGEY
JASON A WILLIAMS
CORY F COOK
DANIEL RAYMOND EVANS
BENJAMIN ALOYSIUS TURNER
DOUGLAS CLAY ARTHUR

Within 25 miles of Lake Frederick, VA, Best Investors lists 42 registered investment advisory firms with 95 offices nearby, managing about $6.98T in combined regulatory AUM across 1,046,086 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 Lake Frederick

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM