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Best financial advisors in The Plains, VA

Registered advisers within 25 miles of The Plains, VA.

Offices
432
Firms
177
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,098,863 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
DUDLEY CAPITAL MANAGEMENT LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
EDWARD JONES
THE HOERNER PLANNING GROUP, LLC
ORIA CAPITAL, LLC
AKRE CAPITAL MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ARTHUR REGAN WASHER
PHILIP ROWLAND CHURCH DUDLEY
THOMAS U DUDLEY
Joseph Tate Constantino
THOMAS REID WISEMAN
ARASH MARK KATIRAI
LUCY ZIMMERMAN
Sarah Jane Atkins
Michael Joseph Kuzara
SARAH ASHLEY ALBRITTON
HENRY RHODES HOERNER
VICTOR THOMAS CUNNINGHAM
CHRISTOPHER PEARD HOERNER
WILLIAM ASHBY FRAYSER
RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE
JOHN HALLMARK NEFF
STACY SUZANNE DUCELLIER
CAROLYN STUART HYLTON
CHARLES THOMAS AKRE
Deborah Lee Trnka
Cassandra Lipp
AARTI SETHI
Cillian Tyrrell
ROBERT MARTIN GARRIGAN
Mark Benjamin Miller
Bryan Mitchell Rodia
Timothy Jordan Bartz
Corinne E Newberry
Joseph Tyson Thorpe McClenny
PATRICK HENRY PHIMMASONE
FARSHAD HOSSEINIE
Josephine Osei-Tutu Yeboah
AMY ELIZABETH BURCHETT

Within 25 miles of The Plains, VA, Best Investors lists 177 registered investment advisory firms with 432 offices nearby, managing about $13.9T in combined regulatory AUM across 3,098,863 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 The Plains

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