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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

J.P. MORGAN SECURITIES LLC
NAUTILUS FINANCIAL GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
FITZWILLIAMS WEALTH MANAGEMENT INC.
ADVANTAGE INVESTING, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
FIRST COMMAND ADVISORY SERVICES
LPL FINANCIAL LLC
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CHARLES SCHWAB & CO., INC.

Investors

Tin Nguyen
KARRIE ANN THOMAS
SETH JAMES WILLIAMS
KHYLEENA CHRISELLE KERR
Jacob Thomas Ness
Andrew D Weber
BRETT THOMAS PENDERGAST
Brian Thomas Brunick
Ronald Joseph Searles
JASON PALOMARES LAVARIAS
Timothy John Fitzwilliams
BRIAN JOSEPH LINDBERG
Michael Christopher Novosel
MICHAEL HOWARD SPENCER
RONALD ALLAN WRIGHT
Sabrina Gayle Waddell
Sean Irvin
BRANDON PERSAD
Andrew Jonathan Strause
Scott Phillip Tompkins
Kirk Gerritt Horton
Malysses Monique Moy
Paula Danielle Feret
Ana Paula Cumpa
Carolyn A Engler
Naomi Etsuko Files
AARON ULRICK FENN
Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
JEFFREY PAUL DOMINGUEZ
Shaobo Li
Zachary Andrew Coleman

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