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Best financial advisors in Mechanicsvlle, VA

Registered advisers within 25 miles of Mechanicsvlle, VA.

Offices
477
Firms
217
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,008 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

HEARTWOOD WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
VALEO FINANCIAL ADVISORS, LLC
COMMONWEALTH RETIREMENT INVESTMENTS LLC
HUNTER MICHAEL INVESTMENT ADVISORS INC
CAMPBELL DEEGAN FINANCIAL
THOMPSON DAVIS ASSET MANAGEMENT
VERUS FINANCIAL PARTNERS
SILVERCREST ASSET MANAGEMENT GROUP LLC
BLUEPRINT FINANCIAL ADVISORS
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRIAD WEALTH PARTNERS, LLC

Investors

TRICIA HUNTER MUSTICO
SARAH FERGUSON HARRIS
EDWIN SIDNEY MARTIN
KATHRYN Jefferson PRUITT
BENJAMIN FOWLER GURLEY
WESLEY BRENT KAUFMAN
STEPHEN TIMOTHY CLARKE
Susan Musselman Norfleet
BRIAN M CANN
WILLIAM J KAVANAGH
KENDALL DUNN AVERY
AUDRE SUZANNE ROBERTSON
JONATHAN D'ALTON THIBODEAUX
BARBARA LOUISE LONG OLEY
ELINA DENNIS
DANIEL STUART HELLER
JOHN MARION HOPPER
FRANK DOMINIC CARPIN
JAMES GEORGE STAMES
RUSSELL WARDEN GOOD
ROBERT C LONG
TYLER PRESCOTT PARHAM
MELISSA ANN BOWYER
ERIC ROBERT BARTOK
JASON GLENN PRUDEN
ERNEST LEE DAVIDSON
PAUL MALOY KELLY
KRISTOPHER THOMAS OLEXY
JACOB ALBERT CHARLWOOD
JOSHUA ALLEN HUTCHINSON
CATHERINE LOUISE DANFORD
Joseph Michael Smiley
MATTHEW A. TATUM
HEATHER LAMBERT
JENNIFER CHILDREY SMITH
ANNE MEREDITH MCQUAIL
JOHN TAITAGUE
CHARLES BRADSHAW
JOEL STIFF
CRYSTAL FARRIS
TIMOTHY HUGHES MULLINS
PAULA BRIDGMAN
THOMAS KRAHE
GEORGE MANN GORDON
SARAH KYLE
PHILIP JAMES WALLIN
Ashton Pocta
RYAN PATRICK DRAKE
CHRISTOPHER SOMBATCHAROEN LEE
DAVID LEE MONDAY
JAMES FRANKLIN DRAKE
SEAN COLIN CAMPBELL
Andrew Stuart Blain
TIMOTHY RYAN DEEGAN
MARY GORDON SEAY
MATTHEW HENRY DANIEL
ADAM ROBERT THALHIMER
BRANT CHRISTOPHER JONES
WILLIAM DALE DAVIS
EDWARD HUNTER THOMPSON
EDWARD L HOPPE
WILLIAM JAMES LAGOS
Tyler L. Snow
JACOB R FRAM
BRIAN JAMES WELCH
Kristin Alexandra Lindsay
Sloan R Chittenden
Noelle E Moser
David W Butler
DAVID ALEXANDER KOZLOWSKI
JULIE ANNE WAITMAN
Lindsey Kozlowski Hadfield
PALMER PEEBLES GARSON
ALFRED MARSHALL ACUFF, JR.
CARTER VANARSDEL WHISNAND
TARA Collins
ROBERT MALLORY FREEMAN
MARVIN BRENT MORSE
Tyler Sorensen
Cameron Murray
Marcelo Andres Ampie Zelaya
THOMAS MOORE
DENNIS ALAN PERKINS
JOHN RAYMOND PATTERSON
MICHAEL FRANCIS IRWIN

Within 25 miles of Mechanicsvlle, VA, Best Investors lists 217 registered investment advisory firms with 477 offices nearby, managing about $15.2T in combined regulatory AUM across 3,119,008 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 Mechanicsvlle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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