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Best financial advisors in Lake Ridge, VA

Registered advisers within 25 miles of Lake Ridge, VA.

Offices
1,383
Firms
633
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.88M
3,880,552 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUELIST PARTNERS, LLC

Investors

MARK FRANKLIN POLLOCK
STEVEN MICHAEL SINGER
Christopher Lee Moore
Marcus Augustus Harrison
Miranda Chenoweth
Mark Tipmongkol
William Walter Cultice
Timothy Ray Malinski
Frank Edward Wheeler
Erin Elizabeth Haynes
Austin Taylor Chester
Edwin Lee
JOHN EDWARD TAYLOR
Samantha Lynn Stidham
Jonathan Winston
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
BRIAN MATTHEWS BLOXOM
Robert Gary Potter
JULIE ANN SAYASITHSENA
SANDI ANN BAUSMAN
JOSEPH A MORELLI
Justin R Simoni
ABRAHIM Mutee KASSIM
Delia Elena Arhiri
ABHIJIT BASU
Timothy Scott Kirby
Marcos Francisco Sagastizado
Aeda Chung
GLENN EDWARD RYHANYCH
DAVID ALAN BASINGER
Ryan Stephen Dillard
Vanessa Amaral Velasco

Within 25 miles of Lake Ridge, VA, Best Investors lists 633 registered investment advisory firms with 1,383 offices nearby, managing about $20.5T in combined regulatory AUM across 3,880,552 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 Ridge

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