Best Investors Account Sign in

Best financial advisors in Round Hill, VA

Registered advisers within 25 miles of Round Hill, VA.

Offices
246
Firms
103
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,477,899 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
MARINER INDEPENDENT
AKRE CAPITAL MANAGEMENT, LLC
ORIA CAPITAL, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
THE HOERNER PLANNING GROUP, LLC
DUDLEY CAPITAL MANAGEMENT LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
NEWEDGE ADVISORS
GREAT VALLEY ADVISOR GROUP, LLC

Investors

Mark James Brooke
Brian John McDonald
Joshua Wolinski
Morgana Herrera
Joseph Angel Esparolini
Mary Elizabeth Galvan
JOHN MARK GOLDSMITH
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
LAUREN MARIE Byrne
SAMUEL POWER BOYD
RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE
JOHN HALLMARK NEFF
STACY SUZANNE DUCELLIER
CAROLYN STUART HYLTON
CHARLES THOMAS AKRE
WILLIAM ASHBY FRAYSER
LUCY ZIMMERMAN
ARASH MARK KATIRAI
SARAH ASHLEY ALBRITTON
HENRY RHODES HOERNER
VICTOR THOMAS CUNNINGHAM
CHRISTOPHER PEARD HOERNER
PHILIP ROWLAND CHURCH DUDLEY
THOMAS U DUDLEY
Joseph Tate Constantino
THOMAS REID WISEMAN
Jordan Phillip Liskey
Aniyah I Jones
Rachel Ann Elkins
MICHAEL R. DANJCZEK
Kristen Lyn Money

Within 25 miles of Round Hill, VA, Best Investors lists 103 registered investment advisory firms with 246 offices nearby, managing about $12.7T in combined regulatory AUM across 2,477,899 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 Round Hill

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