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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

TRUIST ADVISORY SERVICES, INC.
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRADERS A.I., INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STRATEGIC BLUEPRINT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
AZZAD ASSET MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ROBERT DAVID STURM
Jennifer Reagan Kellett
DYLAN HAYES
COLLEEN MARIE STUTZ
DEBORAH LORRAINE LEWIS
ELAINE ROECKLEIN
Taylor Kirk Edens
JASON CARLTON LESNIK
ROGER ALLEN LINGLE
ALLEN THOMPSON TEFFT
ELIZABETH EUGENIA SULLIVAN
SHARON SUE MEYER
James Delbert Boltz
DANNY NGUYEN
JOHN DENISON ARMATI
SCOTT WILLIAM MCDERMOTT
ANDREW WILLIAM ARMATI
Chong Woon Kim
LORI POCOCK ALLISON
MICHAEL REED STEVENS
KATHRYN POCOCK GUSTAFSON
PATRICIA ANNE KOEHN
Nicholas Hale Stevens
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
DOUGLAS SAWYER COREY
Ibtasam Mahmood
EHAB ALALFEY
Atta Mohammad Khan
Deborah Lynn Klein
AYMAN SALIM KHALIL
BASHAR MOHAMMAD QASEM
FATIMA KHALID IQBAL
SAMER ESHMAWY
Reem Hussein
Tameem Bashar Qasem
JOSHUA A BROCKWELL
TASHA PANARITES COCONIS
TAK CHEONG FUNG
DANIEL WILLIAM MCNULTY
Chia Sheng Wang
DANIEL LEROY
Gavin Fung
Scott Evan Swartz
Nathaniel Dawson Hamilton
Kyra Irani
Evan Richard Felix
JASON H CRAWFORD
LYLE ROSS YABLONSKY
RICHARD LEON ALLEN
YUFANG CAROLYN JUAN
MARK STEVEN DOLFIS
HENRY JADWIN SHIELDS IV
AARON CHAPIN KNISS
TAREQ GHANEM KHATTAR
ALEX JOSEPH CHISHOLM
PATRICK LYNN ROBERTSON
MICHAEL TYLER LEVESQUE
Kenyon McAllister Wagner
Justin Nesheiwat
Joseph Anthony Lazzari
Joseph Staley
Justin H W Gaudet
Bradley Martin
Andrew Clegg
Tanika Washington
Austin Fernandez
Jacob Best
Keith Randall Lee
HAY WAN WONG
NAN YIN DAI JUAN
THOMAS CHRISTOPHER NATOLI
LUTHER GLENN ENSMINGER
DOUGLAS ROWLAND MENORCA
STEVEN TYLER TISDELL
SCOTT JONATHAN GREENBERG
CHRISTOPHER MICHAEL WEINS
PAUL KENNETH MARTIN
CHRISTOPHER BENEDICT REGAN
STEVEN JAMES GALKO
BENJAMIN Blakely TURMAN
STEPHEN ROSENZWEIG
MARK SWARTZ
CONSUELA D BROWN
Leonardo Mauricio Inga Zavaleta
ROBIN LYNN CORLEY
MICHELLE CULPEPPER FENAOUI

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