Best financial advisors in Warrenton, VA

Registered advisers within 25 miles of Warrenton, VA.

Offices

139

Firms

59

Combined AUM

$8.33T

Firm-wide filings, not assets booked only here

Clients

1.56M

1,562,606 clients when Item 5C has a number

Avg / client

$5.33M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

559 FROST AVE STE 100
Warrenton, VA 20186

STATE FARM INVESTMENT MANAGEMENT CORP.

324 WATERLOO STREET
Warrenton, VA 20186

FOUNDERS FINANCIAL SECURITIES LLC

50 Sullivan St. Suite C
Warrenton, VA 20186

THRIVENT INVESTMENT MANAGEMENT INC.

205 Keith Street
Warrenton, VA 20186

WELLS FARGO CLEARING SERVICES, LLC

155 BROADVIEW AVE STE 100
WARRENTON, VA 20186

CETERA INVESTMENT ADVISERS LLC

75 W LEE ST STE 102
WARRENTON, VA 20186

MERIDIAN FINANCIAL PARTNERS LLC

39 SOUTH 4TH STREET
WARRENTON, VA 20186

AMERIPRISE FINANCIAL SERVICES, LLC

37 Main St STE 204
Warrenton, VA 20186

CETERA INVESTMENT ADVISERS LLC

37 MAIN ST STE 101
WARRENTON, VA 20186

WELLS FARGO CLEARING SERVICES, LLC

70 MAIN ST STE 31
WARRENTON, VA 20186

EQUITY SERVICES, INC.

70 WEST MAIN STREET SUITE 8
WARRENTON, VA 20186

MARINER INDEPENDENT

332 W. Lee Hwy. Unit 300
Warrenton, VA 20186

MARINER INDEPENDENT

332 W. Lee Highway Unit 300
Warrenton, VA 20186

EDWARD JONES

147 ALEXANDRIA PIKE SUITE 100
WARRENTON, VA 20186

STIFEL, NICOLAUS & COMPANY, INCORPORATED

550 Broadview Avenue Suite 201
Warrenton, VA 20186

APELLA WEALTH

560 Broadview Avenue Suite 100
Warrenton, VA 20186

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

73 West Lee Highway
Warrenton, VA 20186

EDWARD JONES

400 Holiday Ct Suite 107
Warrenton, VA 20186

EDWARD JONES

8255 C EAST MAIN STREET
MARSHALL, VA 20115

11.7 miles away

TOBI, INC.

4287 ALTAVISTA LANE
MARSHALL, VA 20115

11.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

FOUNDERS FINANCIAL SECURITIES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

MERIDIAN FINANCIAL PARTNERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITY SERVICES, INC.

MARINER INDEPENDENT

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RICHARD GLENN ALBERT

APRIL SPITTLE BLAKE

JAMES EVERETT TOBIAS

ISAAC KWAKU COBBINAH

DENNIS JOSEPH DONOVAN

NATHANIEL SCOTT GILBERT

SARAH JEAN YAKEL

Sarah Glover Irving

Daniel James Fortunato

Kira Lane Topeka

BRIAN KEITH BAUSMAN

MATTHEW ADAM CIZLER

Noble Lee Canterbury

MARIE ANNE CANTERBURY

SHERRI HUBER PHILLIPS

PATRICK H HEIJMEN

JOSEPH TRENARY IRVIN

NICHOLAS ROBERT SICINA

SUSAN ALICE KOKAT

ELLEN MARIE SHAUGHNESSY

ROBERT GLENN HOWARD

BRETT MATTHEW NELSON

MADISON SUZANNE HELD

JENNIFER HARDCASTLE

STEVEN E CROUCH

AMANDA HINCKLEY BURTON

Thomas Mallory Tucker

JAN WILLEM KAMPHUIS

William Joseph Hance

Thomas Glen Spavone

James Hunter Pearson

Richard A Catalfamo

Sarah Jane Atkins

Michael Joseph Kuzara

Tihomir Nikolaev Yankov

Within 25 miles of Warrenton, VA, Best Investors lists 59 registered investment advisory firms with 139 offices nearby, managing about $8.33T in combined regulatory AUM across 1,562,606 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 Warrenton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM