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Best financial advisors in Oakton, VA

Registered advisers within 25 miles of Oakton, VA.

Offices
1,812
Firms
754
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,134 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HALO CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
EDELMAN FINANCIAL ENGINES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRADERS A.I., INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STRATEGIC BLUEPRINT, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
WISERADVISOR PALADIN
VOYA FINANCIAL ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES

Investors

Chong Woon Kim
RAJESH JHA
SHAWN EDWOOD WILSON
MATTHEW GORDON ROBERTSON QUATTLEBAUM
ERIK ALAN SCUDDER
JOSHUA ROSS STARK
JEFFREY MARK ARMSTRONG
LEAL STEPHEN DEDDENS
WILLIAM COLE SMITH
Carol Anne Zirkle
Samuel Christian Landphair-Henneke
DANIEL GERARD GILLILAND
BRADLEY RONALD HOWE
PHYLYP ARTHUR WAGNER
GINA POTTER WILSON
RENATA DEYE
ANDREW PETER NEMETS
MICHAEL DAVID KROWE
ANTHONY NELSON BADILLO
CHRISTY MEYER MARTINICH
THOMAS W WOOD
REYNOLD NORMAN ROY
CATHERINE ELIZABETH KALWEIT
ANDREW CHARLES MASSARO
DOUGLAS ARTHUR KEEGAN
DAVID THOMAS SHEEHAN
RITA JERRA CHEHOEVA-HEAD
RONALD MICHAEL SISK
ALAN G FACEY
JENNIFER LYNN CHOMICKI
ERICH LAMONT HOFFMAN
MARY FRANCES MARTIN-FALANGA
CHARLES A NARDIELLO
CHRISTOPHER STEPHEN MATTOX
TIMOTHY HOWARD GOODE
Cristina Gomez Lipson
LISA O'LEAR EITZEL
LIPIKA SWARUP
Garrett Steven Gunberg
NATHANIEL ONLEY PARKS
JOEL ROBERT CABRERA
BRYANT HENRY GAUTHIER
JOHN MALCOLM NOBLE
ANTHONY JOSEPH PIAZZA
RUSSELL E DAY
LEO EUGENE LAUTERBACH
MATTHEW THOMAS COLLINGTON
JADEN JISEUNG JEONG
Alexander Paul Jordan
DYLAN Michael PETERSON
ALEXANDER DOUGLAS GALLINA
ELENA CRISTINA LAZO PEREZ
ROBERT PAUL JONES
KRISTINE DUWAR CHAZE
PAUL JASON JORDAN
FAHIMA SHAW
JOHN MILTON DAVIS
BRADFORD PERRY JOHNSON
AARON LEHI KIRKLAND
DANIEL STEPHEN MANER
STANISLAV SABININ
KEVIN MICHAEL HAMEL
Adam Duane Ruhland
THOMAS JAY ERB
ANTHONY SANCHEZ ESTRADA
MARK LLORENS
MAKAYLA DAWN MACHACEK
MARY STONE DAVIS
DOUGLAS MICHAEL RABIL
CONAL SATURNO-SANJANA
DONALD RICHARD FRANK
BESJANA HUSTED
NATALIA LAURA HERKEN
CHRIS ANDREW DANIELS
BRIAN PATRICK CALLAHAN
JEFFREY JAMES DIETZ
SCOTT MATTHEW MORRELLO
GRANT TODD SPARKS
BRYAN P ROSSODIVITA
BRIAN WESLEY HOOD
DAMIEN ANDREW RUYBAL
SHAD EARL SPURGIN
JORDAN JOHNSON
THOMAS MARC HARRIS
Trent Sadler
KYLE NEIL GAUTHIER
CELINE FRENCH
SCOTT STEVEN BROADDUS
CHRISTOPHER ELLIS
BENJAMIN PAUL DEVINE
Theodore S Davis
Corey Wayne Coleman
Natalie Frances Berry
Christopher J Thomas
STEPHEN YAROSLAV MOHYLA
DANNY NGUYEN
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
Cameron M. Ledbetter
LORI POCOCK ALLISON
MICHAEL REED STEVENS
KATHRYN POCOCK GUSTAFSON
PATRICIA ANNE KOEHN
Nicholas Hale Stevens
ALLEN THOMPSON TEFFT
ELIZABETH EUGENIA SULLIVAN
SHARON SUE MEYER
COLLEEN MARIE STUTZ
DEBORAH LORRAINE LEWIS
John Paul Raflo
JEFFREY MARTIN CALLAN
CHRISTOPHER JAMES GABRYS
ALFREDO GRIEK CALVO
ROBIN JEAN LAIRD
Marianne Donahue LaRock-McGuckin
JANE ELIZABETH LUKE
JANICE LYNN PARKER
ROBIN DENISE GIBBONS
JOHN ARTHUR BROSNAHAN
STEVEN DEVINE MERCER
DONALD TERRELL WALTERS
KEVIN LEMUEL PITTMAN
LINDA PAULA CHENG
Michael Thomas Bugg
Gary K Ritterstein
SARALA KATTA
STACEY ANN OSBORNE
CRAIG ALAN BENNETT
Vijay A Dev
Joshua B Misso
Michael John Finnegan
Terrell A Allen
NICHOLAS ALEXANDER MATT
Valerie Hardaway Malley
Peter J Cabezas
Gerald Wayne Ketchum
Anthony Chapkey
Venkatraman Gopalakrishnan
Durukhshan Esmati
Jeremy Steven Goodwin
Matthew Brendan Smith
Robert Wayne Smith

Within 25 miles of Oakton, VA, Best Investors lists 754 registered investment advisory firms with 1,812 offices nearby, managing about $21.4T in combined regulatory AUM across 4,009,134 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 Oakton

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