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Best financial advisors in Portsmouth, VA

Registered advisers within 25 miles of Portsmouth, VA.

Offices
387
Firms
132
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,506 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
MONTGOMERY CAPITAL MANAGEMENT, LLC
JOSS BROWN WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
PATHWAY FINANCIAL PLANNING, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL SECURITY ADVISORY INC
LOMBARD ADVISERS INCORPORATED
PFS INVESTMENTS INC.

Investors

THOMAS H CARLSON
BROOKE GARRETT TILLER
JONATHAN CROWE WEST
KATHERINE LYNETTE BROWN
Phillip Ferguson Saunders
Angela Renee Holden
KAREN SUE MYERS
Richard Thomas Holden
Jeffrey Robert Osborne
James Allen Wright
Sahid Parsard
Brian McCullough
CAMERON F MILLER
Lucas C Robertson
Graham Thomas Miller
KEVIN WINTHROP PAASCH
KEVIN R HILL
OSCAR NAVA ALVAREZ
ERIC DEAN FROYEN
JOHN ROBERT KAINE
Nathaniel Navarro Kabaitan
Randi N Johnson
Howard Douglas Lininger
CHARLES FREDERICK JENKS
JESSICA JENKS HARRIS
PERCY LEMAR HUNDLEY
JAMES MCPHERSON CUMMING
JAMES MICHAEL RILEY
JOSEPH GILES
FRANK B RICHARDSON
DIANE LYNN BIEGLER
LISA MARIE BORIS
CLAIRE MARIE LOVE
WILLIAM ERIC EASTBURN

Within 25 miles of Portsmouth, VA, Best Investors lists 132 registered investment advisory firms with 387 offices nearby, managing about $13.2T in combined regulatory AUM across 3,049,506 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 Portsmouth

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