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Best financial advisors in Stephenson, VA

Registered advisers within 25 miles of Stephenson, VA.

Offices
98
Firms
42
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,070,136 clients when Item 5C has a number
Avg / client
$8.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GRIP FINANCIAL, LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
BUTTONWOOD WEALTH
RBC CAPITAL MARKETS, LLC
D.A. DAVIDSON & CO.
CORNERSTONE ASSET MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
R & J FINANCIAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Whitney Godlove Pyles
Emma E Stone
MICHAEL DAVID GILMAN
ERIN EDWARD BOJARCZUK
KANDICE RENEE BOREL
Matthew Slater Dyson
Zachary Matthew Franks
John Mark DeSarno
CHET ALAN BINGHAM
Jonathan Thomas Motichka
VICKI SUE DAVENPORT
John T Houser
James U Imoh
WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW
CHRISTY LEIGH WADE
NICHOLAS C DIEHL
JOSHUA WILLIAMS
JULIA MARIE CONNELL
JEREMY DUSTIN NICHOLS
JEFFREY ALLEN HAHN
STEVEN GREGORY PUGLIESE
JORDAN DANIEL BRAITHWAITE
KIMBERLY KERNS WINES
JAMES WALTER ARMSTRONG
ROBERT LEWIS HOLMES
MATTHEW JAMES WUNDER
ELMO EARL BALL
Megan Elizabeth Branch
Stacey Loomis
GEORGE THOMAS WARREN
ALETA KATHRYN HOOVER
ERIC BRADLEY WEITZ
DENNIS MICHAEL CONNOR
CHRISTOPHER JOHN MERCHANT
CLIFTON L RUTHERFORD
BRIAN PETER DAVET
Ryan Reagan Meyer
TALMADGE DEWITT CLAYTON
Ronald Reynaldo Velasquez
Mark Allen Hillyard

Within 25 miles of Stephenson, VA, Best Investors lists 42 registered investment advisory firms with 98 offices nearby, managing about $8.89T in combined regulatory AUM across 1,070,136 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 Stephenson

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM