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Best financial advisors in Leesburg, VA

Registered advisers within 25 miles of Leesburg, VA.

Offices
939
Firms
353
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,425,087 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHSPIRE ADVISORS
MODERN WEALTH MANAGEMENT, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
WELLINGTON CONSULTING SERVICES INC
T.M. WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITED CAPITAL FINANCIAL ADVISORS
PIEDMONT WEALTH ADVISORY
WORLD INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
REVOLUTION WEALTH, LLC
PFS INVESTMENTS INC.
EDWARD JONES
UNITY GROWTH FUND I LLC

Investors

Kathryn L O'Connor
Pyper Friedman
THOMAS NEAL FALKENBERRY
Susan Marie White
KEITH EDWARD BRENNAN
AARON JAY ROSEN
SARAH LYDIA GRACE GOSSELIN
Vladimir Mikhailovich Zyuzin
CHERYL MAY GREER
ROBERT JAMES ALEXANDER
GHULAM MUSTAFA
STEPHEN DOUGLAS DIX
HAL EDMUND GREER
PETER EVERINGTON JONES
THOMAS RYAN SENECA
SAMANTHA RAE GRIECO
PEILIANG CUI
GARY JOHN FREY
GARRETT THOMAS BECKSTROM
Paul Michael Bradley
DOUGLAS HART BIRNIE
JAMES ALBERT SEXTON
JOSEPH ADAM MORGAN
RYAN W BERGMANN
Shelly Ann Horwitz
DAVID CHRISTOPHER SMITH
MEREDITH VIVIENNE HAZEN
WILLIAM ROBERT FRECK
DONALD CHRISTOPHER MEGLIOLA
MARK KARL MENZEL
LINDSAY MARIE SNYDER
JUDY LIPPMAN REDPATH
JODENE LAUREN GIBBS
ANDREW DAVID EVANS
JOSIAH HUNTER
BRADLEY CHRISTOPHER WILKS
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
Deborah Lee Trnka
Cassandra Lipp

Within 25 miles of Leesburg, VA, Best Investors lists 353 registered investment advisory firms with 939 offices nearby, managing about $17.8T in combined regulatory AUM across 3,425,087 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 Leesburg

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