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Best financial advisors in Lansdowne, VA

Registered advisers within 25 miles of Lansdowne, VA.

Offices
836
Firms
315
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,441,217 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITOL SECURITIES MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MERITOAK CAPITAL LLC
THE BALDWIN GROUP WEALTH ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SWAN & LEGEND
MAI CAPITAL MANAGEMENT, LLC
EDWARD JONES

Investors

PATRICK TIMOTHY BROSNAN
CAROLA VANESSA SALINAS
EDWARD LEE WETHERELL
Jeffrey Alan Nau
PETER JOHN CHIPOURAS
Hannah L Forer
JEFFREY W EVELAND
Matthew H Wright
TREVOR O IKWILD
Ashlen J Garcia Rodriguez
Maryury Burbano Montano
M ELIZABETH KENNEDY-HUGHES
STEPHEN M GRAY
Scott Allen Spiers
HELEN P DE BEARN
Howard Douglas Lynes
MARY R LYNES
ANTHONY THEODORE TREMONTE
Christopher Albert Claps
Francis Landey Patton
James Maulfair
SEAN WILLIAM HOLLAND
Mark Kuniholm
MICHAEL SCOTT VON BERG
JASON ANDREW SWEITZER
Robb C Mitchell
Braydon Lofstead
KRYSTYNA DZIALO KING
WILLIAM REID HOWARD
Erin Michele Smith
TONY NERANTZIS
JAMES ROBERT MCDERMOTT
MARY CATHERINE SZABAT
Jeanne-Marie Sands
Cameron Seth Miller
Mary Elizabeth Galvan
Bryan A Hale
Gregory R Frese
CAROLE H MALONEY
Gregory Theodore Souchack
CHARLES PATRICK MALONEY

Within 25 miles of Lansdowne, VA, Best Investors lists 315 registered investment advisory firms with 836 offices nearby, managing about $17.7T in combined regulatory AUM across 3,441,217 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 Lansdowne

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM