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Best financial advisors in Mclean, VA

Registered advisers within 25 miles of Mclean, VA.

Offices
1,960
Firms
795
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,012,889 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
SAGEVEST WEALTH MANAGEMENT
UNITED BROKERAGE SERVICES, INC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ACTS FINANCIAL ADVISORS
4J WEALTH MANAGEMENT, LLC
FRANK SECURITIES, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EVERETT HARRIS & CO
ARDENT GUARDIAN WEALTH ADVISORY, LLC
BULL RUN INVESTMENT MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AEGIS FINANCIAL CORPORATION
CARY STREET PARTNERS

Investors

ELIZABETH LAWLESS DAVILA
Anthony Walter Matteo
JENNIFER ELISE MYERS
Iram Mina Amir
DANIEL A SERRA
JOSEPH VINCENT CARTER
OMID HEIDAR SANIE
Brian Matthew Callery
James C Allen
Merwiey Farhat
ADEKEMI AZEEZ
MICHAEL CHARLES KISSINGER
RAVI CHAVALI NARAYAN
John Himpler
MARK PHILIP EID
STEPHEN WALTER CHANG
JEFFREY MICHAEL SCISCILO
Jennifer Rose Hutton
JOSHUA WRIGHT GOULDING
ROBERT HARRISON FRANK
CHRISTOPHER BRIAN VASSILO
BRADFORD BRIAN AVERY
BRYAN MARTIN TREJO
ROBERT W. SPEIDEL
MARIO JOSEPH PIZZAMIGLIO
JUSTIN MICHAEL HOLTZ
ROBERT RICHARD KLOSS
LYNN LAMB HEINRICHS
Justin Peter Harrison
SCOTT LON BARBEE
Benjamin Joseph Peress
Cody Matthew Hughes

Within 25 miles of Mclean, VA, Best Investors lists 795 registered investment advisory firms with 1,960 offices nearby, managing about $22.1T in combined regulatory AUM across 4,012,889 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 Mclean

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