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Best financial advisors in Poquoson, VA

Registered advisers within 25 miles of Poquoson, VA.

Offices
316
Firms
113
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,953,661 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
NORSEMAN ADVISORY GROUP, INC.
GRADIENT INVESTMENTS, LLC
VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC

Investors

Autumn Marshall Epler
Regan Nicole Van Cura
Jonathan Epler
Stephanie Bonniville
TYLER AARON CRUZ
GREGORY FRANK EARWOOD
CHRISTOPHER IGNACIO CRUZ
TIMOTHY CARL KROSKEY
NOLIA MCMILLIAN ANDERSON
STERLING ROBERT BRIGHTMAN
Robert Walter Self
TREVOR DAVIS JONES
SARAH SHIELDS BROWNING
Michele Brune
Anthony Scott Reed
DAYTON JAMES WIESE
KIMBERLY JEAN DEBUSK
ROBERT TERRENCE LAUFER
MARK WAYNE DREWRY
MALLORY LAUFER LESTER
Joshua Bruce Carpenter
Quentin A Daugherty
Ashley Nicole Thomas
Dora J Saunders
MELISSA ANN CHALKIAS
THOMAS ANDREW GANUN
DEBORAH ANN FLORES
MARCIA J GEISERT
Susan McLean
WEIWEI JIN
Paige Fraasch
NICHOLAS ALEXANDER WELLBROCK
WARREN MARSHALL MILLER
WILLIAM THADDEUS DAVIS

Within 25 miles of Poquoson, VA, Best Investors lists 113 registered investment advisory firms with 316 offices nearby, managing about $13.1T in combined regulatory AUM across 2,953,661 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 Poquoson

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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