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Best financial advisors in Potomac, VA

Registered advisers within 25 miles of Potomac, VA.

Offices
1,774
Firms
741
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,008,363 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
HUB INVESTMENT PARTNERS, LLC
MILLENNIUM FINANCIAL SERVICES LLP
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KLUZ VENTURES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DREAM FINANCIAL PLANNING
INDEPENDENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

MICHAEL PATRICK HOFFMAN
ERIK WILLIAM PEDLEY
Robert Joseph Goldbeck
Molly Catherine Coyle
WILLIAM ARTHUR LASCELLE
KATARZYNA ANNA KUSMIERZ
YAYA WANG
Brad McKenzie Blaisdell
TUCKER SPEAK
HYUN-WOO DANIEL HUNG
SABRINA RENEE ANDERSON
MATTHEW BRYAN MARTIN
LAMAR J WATSON
KEVIN QUAY WILLIAMS
MARIO ROBERTO OROZCO
VALERIE PHILLIPS KAISER
Ambika Bablani
MARGUERITE JO WIESE
JONATHAN G SERAFIN
Junghyun Lee
JOSEPH ANTHONY FULKERSON
ALYSSA LICHELLE ALEXANDER
SUNIL K DHARAMSI
MI HEE JUNG-CHRISTENSEN
WEI LUO
BENJAMIN WADE COMPTON
KATE MAKIYE OKUSA
Nicholas Joseph Unis
THOMAS SAMUEL DELLINGER
KATHRYN JANE OKUSA
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
IMRAN SHAUKAT

Within 25 miles of Potomac, VA, Best Investors lists 741 registered investment advisory firms with 1,774 offices nearby, managing about $21.3T in combined regulatory AUM across 4,008,363 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

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