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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

SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEIA
ACTIV8 FAMILY OFFICE LLC
DEAFINVEST
COMMONWEALTH FINANCIAL NETWORK
TRUIST ADVISORY SERVICES, INC.
RED CELL MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
HSBC SECURITIES (USA) INC.
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SANCHEZ & ZURES, LLC

Investors

ANDREW BRIAN STEVENS
Megan Lindsay Hirsch
HARRIS ISAAC RUBIN
NICHOLAS GARDNER
Ryan Malaeb
ZAK SU IRIZARRY
PATRICIA CHAPPLE
CHRISTOPHER BRIAN BUCKLEY
DERRICK C. CARTER
Joshua James Peerbolte
Ryan Quinn
Francis Paul Brown
RUDERIS EDENILSON FUENTES
Kyle Brady-Lusk
STEVEN SCOTT ZEIGLER
RIVERS JOE RODRIGUEZ
CHRISTOPHER JOHN LEGG
AUSTIN JAMES PHILBIN
CHRISTOPHER PETER ANEST
Timothy Alvarado
FRANK MATTHEW ZECCA
KEITH SEAN PACKARD
GEOFFREY DOUGLAS MARSH
CHARLES R. STERLING
MARY KATHERINE LIOLA
PETER MANIFOLD DANIELS
Kathline Lerebours
Michael Kost
TANNAZ SADEGHI
VANESSA MARIE ALONZO
GORDON SUN
RICHARD DEAN SHU
SONIA TERESA CASTILLO-SMITH
YUHUA TIAO
JOHN HENIEN
Lala Balaoghlanova
SWATHI P REDDY
DONALD MARK GILLEN
MATTHEW COLE CHALFANT
KENNETH ANTONIO RUBIO
ERIC BRANDON BECK
MICHAEL P MUEHR
ANDREA TATIANA ARIAS TURRIAGO
M COLLIER IRVIN
GEOFFREY SCOTT MCHENRY
LINDA SUZANNE PAUL
JAMES F PALUMBO
JAMES A RICHARDS
MARK DAVID GILLEN
DAVID MATTHEW MITCHELL
THOMAS EDWARD CLARK
ANDREA K NORDELL
PEGGY PETERS
ARTHUR GORDON CHASE
SHARON LYNN LAFEVER
GEORGE WILLIAM SHIRLEY
JEREMY BRYAN STAADEKER
XIMENA BRITO
Justin Lawrence Willis
Matthew Ryan Brandon
Wendy Fay Inge
POLICARPIO GARCIA SANCHEZ
JEFFREY JOHN ZURES

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