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Best financial advisors in Washington, VA

Registered advisers within 25 miles of Washington, VA.

Offices
57
Firms
24
Combined AUM
$4.18T
Firm-wide filings, not assets booked only here
Clients
569K
568,664 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

WS WEALTH MANAGEMENT, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
TOBI, INC.
LEGACY FINANCIAL
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JONATHAN DAVID WAGNER
RICHARD BRIAN CZECHOWSKI
MARK VINCENT STYS
Evan T Courtney
Bret Waterman Hrbek
Charles W Nagelvoort
Lloyd Charles Knight
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Adrianne M Smith
RALEIGH EDWARD KRAFT
JAMES JOSEPH KELLY
CHESTER BRADLEY HOLSINGER
Jerry Allen Biller
STARR ROBINSON JOHNSON
JOHN RODNEY JOHNSON
Tihomir Nikolaev Yankov
RYAN C PAINTER
Anthony Craft
Jordan E Walther
Amy Marie Straightiff
GILLETTE KEITH HARRIS
ALLEN GRIFFEY
Thomas Kyle Linski
BOBBIE DEAN BASCOMBE
KEITH ANDREW O'BRIEN
STEVEN CLARK KORNICKER

Within 25 miles of Washington, VA, Best Investors lists 24 registered investment advisory firms with 57 offices nearby, managing about $4.18T in combined regulatory AUM across 568,664 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 Washington

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM