Best Investors Account Sign in

Best financial advisors in Sycamore Square, VA

Registered advisers within 25 miles of Sycamore Square, VA.

Offices
496
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

KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HILL WEALTH STRATEGIES
VALIC FINANCIAL ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
BARRETT CAPITAL MANAGEMENT,LLC
CETERA INVESTMENT ADVISERS LLC
CG ADVISORY SERVICES
EDWARD JONES
SIMA RETIREMENT SOLUTIONS, LLC
SIMA WEALTH PARTNERS, LLC
VIRGINIA INVESTMENT ADVISORY, INC.
J. W. COLE ADVISORS, INC.

Investors

JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN
KELLY MAHAN BARNES
Nate Urso
Amy Callewaert Huff
ERIK JOSHUA OTT
Joseph Nathan Lively
Eva O Rennalls
WILLIAM JOSEPH HANNAN
CESAR R E MOREL
Carter Alexander Raymond
Cash Allen
MATTHEW JAMES SPRADLIN
DEVIN ANTHONY PALMESE
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
JOSEPH WESLEY TUCK
CHRISTOPHER LANE MOORE
Patrick Stephen Coor
Ashwin Sharma
REBECCA ADAMS HOLLIS
CHARLES MITCHELL ALLEN
JACQUELINE DUKE TAYLOR
RICHARD DURANT ADAMS
RAYMOND SPENCER HINES
RUSSELL EDGAR LUNDEBERG
Jeffrey Keith Lear
DAMIR STRMEL
Ryan Douglas Greenlee
DOUGLAS HAIG ALEXANDER
DAVID MICHAEL ROBINSON
Mathew Robert Remington
Edward Michael Velasquez
Michael E Velasquez
JENNIFER MONAHAN BETZ
HEATHER Anne VOIGHT
Shengyi Mao
MARK ALLEN JONES
Colton Allen Jones
Christopher Michael Sill
Bradley Finch Dalton
Cameron Mitchell
Ryan Kurtis Rettberg
Austin Pierce
Jacqueline Marie Harrell
Calvin Anthony
RICKY AARON LAFON
KEVIN PAUL BUENVENIDA
Isaac Wade Wright
DONALD AARON REED
Kevin Clark

Within 25 miles of Sycamore Square, VA, Best Investors lists 217 registered investment advisory firms with 496 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 Sycamore Square

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