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Best financial advisors in Potomac Falls, VA

Registered advisers within 25 miles of Potomac Falls, VA.

Offices
1,770
Firms
726
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,009,448 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PIEDMONT WEALTH ADVISORY
UNITED CAPITAL FINANCIAL ADVISORS
BUCHANAN WEALTH MANAGEMENT
SENTINEL WEALTH MANAGEMENT, INC.
KAPLAN WEALTH MANAGEMENT, INC.
OAKTON FINANCIAL, LLC
MITCHELL ADVISORY INC
MAI CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

Investors

CHRISTOPHER JOHN ARDUINI
MICHAEL WALKER BUTTERFIELD
ARADHYA N/A RAY
KEVIN CHARLES DAVIDSON
Paul Michael Bradley
DOUGLAS HART BIRNIE
JAMES ALBERT SEXTON
JOSEPH ADAM MORGAN
RYAN W BERGMANN
MATTHEW STEWART BUCHANAN
GOEUN CHOI
Nicholas Joseph
Dannielle La Rosa
SCOTT ANDREW KAPLAN
BRADLEY DAVID KAPLAN
KEVIN BRUCE LOZER
MITCHELL ERIC MARTIN
John Knox Witcher
Carol Castillo
BRADLEY JON SMITH
STEVEN BRENT TRAX
GUSTAVO LAGUARDA
Maria Zoubroulis
JAMES MARK JOSEPH
Shelly Ann Horwitz
DAVID CHRISTOPHER SMITH
MEREDITH VIVIENNE HAZEN
WILLIAM ROBERT FRECK
DONALD CHRISTOPHER MEGLIOLA
MARK KARL MENZEL
LINDSAY MARIE SNYDER
JUDY LIPPMAN REDPATH
JODENE LAUREN GIBBS
DANIEL COOPER
Ryan Douglas Scott
MEGAN LEE CLARK
Keron Smith

Within 25 miles of Potomac Falls, VA, Best Investors lists 726 registered investment advisory firms with 1,770 offices nearby, managing about $21.3T in combined regulatory AUM across 4,009,448 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 Potomac Falls

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