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Best financial advisors in Waterford, VA

Registered advisers within 25 miles of Waterford, VA.

Offices
488
Firms
196
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,811,923 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON INVESTMENT ADVISORS LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ALEXANDER RANDOLPH ADVISORY INC
ACORN FINANCIAL ADVISORY SERVICES, INC.
CERITY PARTNERS LLC
TLG ADVISORS, INC.
COVENANT WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
GUIDANCE INVESTMENTS, LLC
APELLA WEALTH
LPL FINANCIAL LLC

Investors

CORNELL P ABOD
ERICA ROSS NOLAN
RANDOLF LAWRENCE SCRITCHFIELD
ANA MARVELLA CORTEZ MOLINA
JAMES HOWARD STEWART
MATTHEW LEE BACON
Phillip Garrett
Morgan Page Tester
Mustafa Al jadooa
Hanan Sowwan
Matthew David Tyler
Ugwumsinachi Constan Ihearahu
Ann Lynette Taylor
KIL UNG CHANG
Kevin Edward Forkin
Jose Roberto Gomez
Michael Stone
Griffin Adair Johnson
DAVID STEPHEN ZIFFER
Tinotenda Nyawata
BRANDON KYLE WESTERFIELD
RYAN THOMAS ALBRECHT
John Miller
Ann Christina Durham
LISA HERTLING ALBRECHT
Jeremy Thomas Marshall
Ben Beriss
REBECCA BRIDEAU HALL
JAMES ALBERT GIUNCHI
KEVIN SCOTT HAYNES
Danny Robles Fuentes
STEVEN THOMAS MARSHALL
GARY WILLIAM SCHLAFFER
MATTHEW DAVID SHRIVER
Kerby Russell Baden
JAMES MICHAEL GAMBACCINI
Sean M Tyll
NATHAN HENRY GERTLER
JONATHAN DEAN COX
Justin Michael Souder
Alex J D'Attilio
Michael Peter Wakeham
JONATHAN NEIL BROWNING
DONALD LOUIS UNGER
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH
MICHAEL ALAN NESS
JON P YANKEE
Kelly McNerney
ANDREJS PILAJEVS
THOMAS Hightower REGAN
STEFANI N/M/I TUEME
ANN MARIE DUPREE HINDLEY
Samantha Momot Josselyn
ELIZABETH BEAUMONT DAWSON
ANTHONY STEVEN IVENER
Andrew Nathan Casteel
Adam Kenneth Smith
MATTHEW PATRICK BRENNAN
HAYLEY DEAVEL GREGORY
CYNTHIA HARVEY DEAVEL
THOMAS RICHARD GAINOR
Mohamad Nasir
BELINDA LOUISE RAMBERG
SHAWN STEEL
Andrew David Chaffee
SAMUEL MARK ATHERTON
Julie Rebecca Brohard
Mariah Kate Lightfoot
MICHAEL SCOTT AVES
CASEY DOUGLAS CRAIG
PAUL EDWARD HORAN
EUGENE DAVID GRENHAM
Landon James Oddono
PATRICK ALLEN HANEY
DAVID ALAN VANG
Devonte Antoine Gordon

Within 25 miles of Waterford, VA, Best Investors lists 196 registered investment advisory firms with 488 offices nearby, managing about $14.3T in combined regulatory AUM across 2,811,923 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 Waterford

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