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Best financial advisors in Prince George, VA

Registered advisers within 25 miles of Prince George, VA.

Offices
135
Firms
61
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,670,340 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIRST COMMAND ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
BROWN EDWARDS WEALTH STRATEGIES
OSAIC INSTITUTIONS, INC.
HORNOR, TOWNSEND & KENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

WARREN THOMAS POIRIER
James Gallagher
Micheal L Thomas
MATTHEW HEATH MCDANIEL
JENNIFER MCCALL PARR
FORREST TANNER FOX
JOHN RICHARD UPTON
Mary Jenkins Sink
LINDA JANE GILLIKIN
James Michael Bade
TONI THORE LEE-ANDREWS
Harry Alfred Jaeger
Denis Emilia Porter
Jonah Richard Deist
EMILY HOLT DIBBLE
KELLI JANE VANCE
AMY C GRIEVES
Janssen Gray Breeden
David Henry Hays
Randall Mansfield Wachman
John C Lynch
Elizabeth Kelly Joyner
John Mitchell Reid
Fletcher E Allen
Francis Sam
ROBERT BOOKER STEELE
James Charles Smith
RF BURKE STEELE
R.F. BURKE STEELE
ELIZABETH ADDEN PARSONS
JAMES THOMAS POWELL
CHRISTOPHER DENNIS
ZACHARY ALAN BLAISDELL

Within 25 miles of Prince George, VA, Best Investors lists 61 registered investment advisory firms with 135 offices nearby, managing about $10.6T in combined regulatory AUM across 1,670,340 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 Prince George

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM