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Best financial advisors in Triangle, VA

Registered advisers within 25 miles of Triangle, VA.

Offices
480
Firms
180
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,059 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
PITHOM ADVISORS, INC.
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.

Investors

Jaymie L Chmil
Enayat W Sheikhzad
Caleb Dalton Wines
MARK PAUL TEODOSIO
GEORGE AUSTON SNOOK
Elizabeth Mara Cosden
Vanessa Amaral Velasco
KEITH COHEN
SWATI SHANDILYA
JASON WHITEMAN
Delia Elena Arhiri
Eric Jay Green
Donald Burklew
Chase Gregory Messinger
Nicholas Brandon Cavano
Christine Cortes
Samuel Caudill Trimble
David Varick Ready
Justin R Simoni
ABRAHIM Mutee KASSIM
John S. Morlu
JOSEPH A MORELLI
Kathleen ANN STRONG Catts
Andrew Carson Day
SANDI ANN BAUSMAN
JULIA EMILY JARRETT
Samira Brown
JULIE ANN SAYASITHSENA
STEPHEN DAVID SOPKO

Within 25 miles of Triangle, VA, Best Investors lists 180 registered investment advisory firms with 480 offices nearby, managing about $13.7T in combined regulatory AUM across 3,155,059 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 Triangle

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