Best Investors Account Sign in

Best financial advisors in Stephens City, VA

Registered advisers within 25 miles of Stephens City, VA.

Offices
79
Firms
31
Combined AUM
$6.55T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,043,452 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST ADVISORS NATIONAL, LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
WEALTHCARE ADVISORY PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Corey J Seymour
Erin Drumheller
Will Lawrence
Robert T Harris
Peter Wesley Walther
Allen Rilee Fredericks
Jennifer Joyce Holliday
Marc Andrew Aguilar
DOUGLAS CLAY ARTHUR
CORY F COOK
DANIEL RAYMOND EVANS
BENJAMIN ALOYSIUS TURNER
Andrew D Gauldin
James Marshall DuBrueler
SUSAN W KAGEY
JASON A WILLIAMS
DREW MICHAEL FORTE
DANIELLE K HILL
WILLIAM ROBY CREVELING
Michael Ignatius Cesnik
STEVEN EDWARD HAMANT
MYLES DAVID MCPARTLAND
Michael Sean O'Dell
Robert Joseph Hornbaker
Amy Marie Straightiff
Daniel John Snapp
Hannah Elizabeth Snapp
Ivan William Snapp
TALMADGE DEWITT CLAYTON
Ronald Reynaldo Velasquez
Paul B Haecker
Jason Baird

Within 25 miles of Stephens City, VA, Best Investors lists 31 registered investment advisory firms with 79 offices nearby, managing about $6.55T in combined regulatory AUM across 1,043,452 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 Stephens City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM