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Best financial advisors in Middleburg, VA

Registered advisers within 25 miles of Middleburg, VA.

Offices
415
Firms
172
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,101,512 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

AKRE CAPITAL MANAGEMENT, LLC
ORIA CAPITAL, LLC
THE HOERNER PLANNING GROUP, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
DUDLEY CAPITAL MANAGEMENT LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CERITY PARTNERS LLC
THREEFIFTY CAPITAL, LLC

Investors

RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE
JOHN HALLMARK NEFF
STACY SUZANNE DUCELLIER
CAROLYN STUART HYLTON
CHARLES THOMAS AKRE
WILLIAM ASHBY FRAYSER
SARAH ASHLEY ALBRITTON
HENRY RHODES HOERNER
VICTOR THOMAS CUNNINGHAM
CHRISTOPHER PEARD HOERNER
LUCY ZIMMERMAN
ARASH MARK KATIRAI
PHILIP ROWLAND CHURCH DUDLEY
THOMAS U DUDLEY
Joseph Tate Constantino
THOMAS REID WISEMAN
LAUREN MARIE Byrne
CHRISTOPHER DANIEL LAUGHLIN
Brian John McDonald
Joshua Wolinski
Morgana Herrera
Joseph Angel Esparolini
Mary Elizabeth Galvan
JOHN MARK GOLDSMITH
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
Mark James Brooke
ARTHUR REGAN WASHER
MELISSA H Taro

Within 25 miles of Middleburg, VA, Best Investors lists 172 registered investment advisory firms with 415 offices nearby, managing about $14.2T in combined regulatory AUM across 3,101,512 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 Middleburg

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