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Best financial advisors in Lovettsville, VA

Registered advisers within 25 miles of Lovettsville, VA.

Offices
304
Firms
117
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,754,240 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

SAMUEL POWER BOYD
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
JOHN MARK GOLDSMITH
Joseph Angel Esparolini
Mary Elizabeth Galvan
Mark James Brooke
Brian John McDonald
Joshua Wolinski
Morgana Herrera
PATRICK TIMOTHY BROSNAN
CAROLA VANESSA SALINAS
Francis Landey Patton
Erin Michele Smith
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
James Maulfair
SEAN WILLIAM HOLLAND
Cameron Seth Miller
Bryan A Hale
JASON ANDREW SWEITZER
Robb C Mitchell
Braydon Lofstead
KRYSTYNA DZIALO KING
WILLIAM REID HOWARD

Within 25 miles of Lovettsville, VA, Best Investors lists 117 registered investment advisory firms with 304 offices nearby, managing about $13.0T in combined regulatory AUM across 2,754,240 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 Lovettsville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM