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Best financial advisors in Lorton, VA

Registered advisers within 25 miles of Lorton, VA.

Offices
1,435
Firms
648
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,899,219 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

KINGSVIEW WEALTH MANAGEMENT, LLC
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
THE SCOTT S. JAMES COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PAN INVESTMENTS MANAGEMENT GROUP, LLC
TRADERS A.I., INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STRATEGIC BLUEPRINT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

BRIAN MATTHEW BOBBY
NICHOLAS MICHAEL SPOSA
BRETT ANTHONY SPOSA
ANDREW GLENN TAYLOR
THOMAS MERRILL RICKETTS
SCOTT SNYDER JAMES
Tyler Sun James
MARY LYNN SCANLAN
ALEXANDER NGUYEN
COLLEEN MARIE STUTZ
DEBORAH LORRAINE LEWIS
Kirk Brian Diehl
ALLEN THOMPSON TEFFT
ELIZABETH EUGENIA SULLIVAN
SHARON SUE MEYER
SUN MIN KIM
DAESUNG JI
DOUGLAS SAWYER COREY
HALLETT RAYMOND GATES
Matthew V Poteete
Cameron M. Ledbetter
JUAN CARLOS MENDIETA
LORI POCOCK ALLISON
MICHAEL REED STEVENS
KATHRYN POCOCK GUSTAFSON
PATRICIA ANNE KOEHN
Nicholas Hale Stevens
Darren Nelson Aversa
Erica R Moyer
TODD TULLY KREBS
NOLAN W STOKES
DAVID L MARKLEY
MARK FRANCIS ADAMS
LAUREN A BARNAK
JOHN-PAUL EVERETT MORACA
MARK M DOWNS
Ryan Andrew Strong

Within 25 miles of Lorton, VA, Best Investors lists 648 registered investment advisory firms with 1,435 offices nearby, managing about $20.8T in combined regulatory AUM across 3,899,219 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 Lorton

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