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Best financial advisors in Purcellville, VA

Registered advisers within 25 miles of Purcellville, VA.

Offices
382
Firms
156
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,655,529 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

MARINER INDEPENDENT
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SWAN & LEGEND
CAPITOL SECURITIES MANAGEMENT, INC.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE BALDWIN GROUP WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
MERITOAK CAPITAL LLC

Investors

SAMUEL POWER BOYD
Mark James Brooke
Brian John McDonald
Joshua Wolinski
Morgana Herrera
Joseph Angel Esparolini
Mary Elizabeth Galvan
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
JOHN MARK GOLDSMITH
CAROLA VANESSA SALINAS
Erin Michele Smith
Francis Landey Patton
Cameron Seth Miller
Bryan A Hale
EDWARD LEE WETHERELL
Jeffrey Alan Nau
PETER JOHN CHIPOURAS
Hannah L Forer
JEFFREY W EVELAND
Matthew H Wright
TREVOR O IKWILD
Ashlen J Garcia Rodriguez
Maryury Burbano Montano
M ELIZABETH KENNEDY-HUGHES
STEPHEN M GRAY
Scott Allen Spiers
HELEN P DE BEARN
Howard Douglas Lynes
MARY R LYNES
ANTHONY THEODORE TREMONTE
Christopher Albert Claps
James Maulfair
SEAN WILLIAM HOLLAND
TIMOTHY ANDREW DURAY
GARY RAYMOND BARNES
MATTHEW SMOLSKY

Within 25 miles of Purcellville, VA, Best Investors lists 156 registered investment advisory firms with 382 offices nearby, managing about $13.3T in combined regulatory AUM across 2,655,529 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 Purcellville

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 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