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Best financial advisors in Occoquan, VA

Registered advisers within 25 miles of Occoquan, VA.

Offices
1,423
Firms
645
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,899,119 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BLUELIST PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST COMMAND ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
GIBBS WEALTH MANAGEMENT, LLC
PITHOM ADVISORS, INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.

Investors

Ryan Stephen Dillard
GLENN EDWARD RYHANYCH
DAVID ALAN BASINGER
STEPHEN DAVID SOPKO
JULIO CESAR VILLAZON
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
Jonathan Winston
Marcos Francisco Sagastizado
Aeda Chung
Mark Tipmongkol
William Walter Cultice
Timothy Ray Malinski
Frank Edward Wheeler
Erin Elizabeth Haynes
Austin Taylor Chester
Edwin Lee
JOHN EDWARD TAYLOR
Samantha Lynn Stidham
Christopher Lee Moore
Marcus Augustus Harrison
Miranda Chenoweth
MARK FRANKLIN POLLOCK
SANDI ANN BAUSMAN
JULIE ANN SAYASITHSENA
JOSEPH A MORELLI
Justin R Simoni
ABRAHIM Mutee KASSIM
Cherisse Juliana Ferrier-Yarde
Preeti Shakya
ADAM SAMUEL ENTIN
John S. Morlu
Delia Elena Arhiri
JASON WHITEMAN
STEVEN MICHAEL SINGER

Within 25 miles of Occoquan, VA, Best Investors lists 645 registered investment advisory firms with 1,423 offices nearby, managing about $20.8T in combined regulatory AUM across 3,899,119 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 Occoquan

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