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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLINGTON CONSULTING SERVICES INC
SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
TUCKER ASSET MANAGEMENT LLC
MASON INVESTMENT ADVISORY SERVICES INC
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
MAULOA MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
REVOLUTION WEALTH, LLC
THE BURNEY COMPANY

Investors

JAMES ARDMORE BRADLEY
Vladimir Mikhailovich Zyuzin
CHERYL MAY GREER
ROBERT JAMES ALEXANDER
GHULAM MUSTAFA
STEPHEN DOUGLAS DIX
HAL EDMUND GREER
PETER EVERINGTON JONES
BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
GEORGE STEVE MAGAS
CHRISTOPHER LEE SCHREINER
SCOTT STANLEY GEORGE
DAVID WALTER ODIORNE
DAVID ROBERT GILBERT
JOSEPH ALFRED LAMOGLIA
STEVEN RICHARDSON
TIMOTHY PETER SHEAN
RYAN KELLINGER
STEVEN LOUIS CAVAGNARO
LEI SHI
I SHIUAN LEE
Yu-Huang Lee
Connie Rong
LISU GU
HAIJIE XIAO
MICHAEL IAN TIEVY
BABAK BINESH
PATRICK BRYANT JACOBEEN
MATTHEW LEE JACOBEEN
John Chrisman Robertson
John Francis Stohlman
Mark Daniel Searles
Barry Howard Cantor
Gabriel Ali
Thomas Daniel Searles
Laura Searles Stohlman
Joshua Allen Brunner
Ryan Dunn
Daniel Searles
ANDREW PAUL WHITE
ANDREW DAVID EVANS
JOSIAH HUNTER
BRADLEY CHRISTOPHER WILKS
Fariba Shahbaz
Anne Arden Majors
Erin Eileen Evans
ALEXANDRU CRISTIAN KEVORCHIAN
KYLE PATRICK MCFARLAND
Robert Louis Pratt
Brenna Renee Allsopp
Hannah Camille Terwilliger
Cameron Read Bishop
Owen George Hendershot
LOWELL DORRANCE PRATT
EVGENY VYACHESLAVOVICH GUSHCHA
ANDREW JOSEPH PRATT
KENNY DANNY MEZHER

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