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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

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
EDWARD JONES
NAVY FEDERAL INVESTMENT SERVICES, LLC
LPL ENTERPRISE, LLC
EQUITABLE ADVISORS, LLC
ONEDIGITAL
VIRTUE CAPITAL MANAGEMENT, LLC
WELLINGTON CONSULTING SERVICES INC
PFS INVESTMENTS INC.
S & K INVESTMENT SERVICES, LLC
INTERACTIVE FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

DANA MICHELE GARRIGAN
BOBBY RAY PAYNE
Arlisa Whitby
Todd William Jorgenson
ANIS ANTHONY EGHTERAFI
Ann Williams
Chad Joseph Williams
KENT ERIC MILLER
Spencer H Adkisson
David Alfred Holloway
LAUREN Juliano CONKRIGHT
NATHAN LYNN MOORE
DEXTER A BURLEW
Casey Miller Rosenthal
DEANA CRAWFORD ARNETT
REESE THOMAS VARLEY
STUART LAURENCE ROSENTHAL
HARRY HOOVER HORNING
FREDRIC WILLIAM MILLER
Vladimir Mikhailovich Zyuzin
CHERYL MAY GREER
ROBERT JAMES ALEXANDER
GHULAM MUSTAFA
STEPHEN DOUGLAS DIX
HAL EDMUND GREER
PETER EVERINGTON JONES
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
PAUL LINWOOD KARSTETTER
DAVID MICHAEL RHOADS
STEPHEN CRAIG NELSON
JOHN RALPH ROBERTS
JASON DAVID DUNN
Evelyn Scott
AMY CHRISTINE FURGASON
ROBERT MARTIN COX
SHAWN WILLIAM ABMA
Doreen L Trammell

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