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Best financial advisors in Regency, VA

Registered advisers within 25 miles of Regency, VA.

Offices
497
Firms
217
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,011 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ACCOUNTING ADVISORY SERVICES, L.L.C.
HILL WEALTH STRATEGIES
VALIC FINANCIAL ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
NASDAQ DORSEY WRIGHT
CENTAURUS FINANCIAL, INC.
ARDENT WEALTH ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
BARRETT CAPITAL MANAGEMENT,LLC
CETERA INVESTMENT ADVISERS LLC
CG ADVISORY SERVICES

Investors

JOHN LUTHER GAINES
EDWARD LAVAN PRICE
Kristen Hirning Spurlock
HARRY DALE MATHENEY
Michael Thomas Marziaz
BRENTON SHIELDS LUPER
DANIEL EGAN
JOHN EDWARD MILLER
BRYAN KEITH DAVIS
Spencer Davis Coor
PATRICK JOSEPH DAUER
Joseph Robert Lilley
EDWARD JEROME BULLANO
WILLIAM PAUL COMER
GREGORY THADDEUS MOORE
SHEILA KAY FREEMAN
MICHAEL WILSON MORELOCK
GINA GRAY EDWARDS
TIMOTHY EUGENE SCANLON
John Bayarski
EDWARD LEO BAYARSKI
ROBIN SCOTT GNATOWSKY
Daniel Robert Rodriguez
GREGORY ALAN KISH
GEORGE MILES RAPP
STEVEN GEORGE WILSON
JASON EDWARD COTTON
CLINTON JOSEPH MANN
BENJAMIN S STAHL
AARON WILLIAMS
GEORGE MILES RAPP
KATHERINE NEBLETT WALLER
MATTHEW JOHN ROSE
STEVEN ROBERT SCHEUERMANN
ADRI LOURENS
MATTHEW ALAN KARDOS
ALAN SANFRATELLA
CHRISTIAN G STRAHAN
JOSEPH DANIEL BYERS
CHERI PATTERSON COLEMAN
GREGORY EDISON PINKARD
SCOTT MICHAEL VIERA
TIMOTHY NEIL HEWITT
CHRISTINA M BISHOP
JACOB DOUGLAS NIEMEYER
BRENDEN T MCREYNOLDS
RANDALL SCOTT LONG
JENNIE REED ROMERO
KEVIN SEAN LONG
Tyler Reburn
STEPHEN CARL HALSTEAD
Andrew Justin Jones
JOHN MACARTHUR BARKER
Kyle Stephen Nystrom
WALKER SMITHSON
Gary Wilson
Charles M Finfgeld
Elizabeth Carberry
ALEX MICHAEL ROBINSON
ZACHARY MICHAEL WEBB
CHARLES MICHAEL FINFGELD
MALLERI CHRISTINE TEMPLE
PATRICK A THOMPSON
James Thomas West
Trevor Brooks Plesko
RANDALL DAMMERS
MICHAEL DAVID KAPLAN
JAY MICHAEL GRAGNANI
BENJAMIN HARDIN JONES
SYDNEY SIEK
MYRON CHARLES FULLER
DAVID CLINTON CLARK
Pranay Dureja
Ian James Saunders
Anthony Garcia
STEVEN THOMAS RAYMOND
SARA Mehle Marshall
Miles Andrew Clark
JOSEPH CHARLES TUZZOLO
SONJI ROLLINS TUCKER
TIMOTHY ALAN NITZ
Montel White
Dallas J. Wilson
Andrew Jeretina
Tammy Jo Edwards
John Lytle Jones
RAYMOND SPENCER HINES
RUSSELL EDGAR LUNDEBERG
Jeffrey Keith Lear
DAMIR STRMEL
Ryan Douglas Greenlee
DOUGLAS HAIG ALEXANDER
DAVID MICHAEL ROBINSON

Within 25 miles of Regency, VA, Best Investors lists 217 registered investment advisory firms with 497 offices nearby, managing about $15.2T in combined regulatory AUM across 3,119,011 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 Regency

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