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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

KESTRA ADVISORY SERVICES, LLC
CENTAURUS FINANCIAL, INC.
EDWARD JONES
NORTHWEST FINANCIAL ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC
MML INVESTORS SERVICES, LLC
SUMMIT FINANCIAL, LLC
CERITY PARTNERS LLC
MCAS
BERG FAIRCLOTH INVESTMENT ADVISORS
AMJ FINANCIAL WEALTH MANAGEMENT LLC
VALMARK ADVISERS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

LESLIE A EVANS-DUNN
ROBERT CHARLES GROSTICK
Patrick York McLane
DARYL DURAND BUSH
Jacob Steven Burt
CURTIS RICHARD EDMARK
GEORGE LEWIS SALTZMAN
DONALD MICHAEL KEEGAN
CHAD MCLANE
Juliet LanLan Magee
Dylan Gregory Callahan
JOHN ANDREW LAGATTUTA
PAUL LAWRENCE NEWTON
CHARLES PAUL KATERIDGE
JOSEPH RALPH FENSTERMACHER
NICHOLE K TOLEDO
Joshua K Tootle
CHRISTOPHER J GORDON
FRANK ALEXANDER BALLINGER
Todd Wayne McLane
Jonathan Malone
THOMAS JOSEPH WILTZ
BRADLEY TOBLER
LEVI DELANY ANDERSON
Marharita-Sophia Tavpash
MARIE GOFORTH ALBARIAN
Stephen James Ide
GREGORY EMMETT GRINNELL
CHRISTOPHER JOHN ARDUINI
MICHAEL WALKER BUTTERFIELD
Michael Timothy Oswald
Richard Ray Pollick
NICOLE Jolie Russo
Denise R Boyd
Nathan Michael Hellman
Justin Lee
WILLIAM Scott BEASLEY
John Tyler Moriarty
Douglas Fernando Lara Castro
Rachel Sarah Nelliot
Royeen Ahmad Sanie
KELSEY VIOLET DAVIDSON-TODD
ROBERT GRAHAM DAVIDSON
GERALD JOSEPH RADICAN
JAMES MICHAEL WEHR
Erik Robert Rinehold
Brittany Nicole Janssen
ROBERT RONALD OBRAITIS
ANGELA MARIE LARKIN
Brandon Jeromy Gromadzki
RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH
Ann Williams
Chad Joseph Williams
Patrick Daniel Tessier
Joshua Clark Cohen
Caroline Virginia Ludwick
JOHN MALCOLM MULLIS
FRIDTJOV MARKUSSEN
ANGELA MULLIS BENDER
Matthew Albritton
BRETT DOUGLAS BENDER
TUCKER RYAN HOLT
ASHLEY LAKEN BARBER
Sean Strock McCarthy
James Morrison Ventrelli
Kevin Thomas Brown
Luke Christopher Estep
LUKE JACKSON
Alexis Margaret Peed
Michael Imoh
MICHAEL NGUYEN BUI
EDWARD CHARLES SKELLY
Aidan Joshua Baron
Franklin Lamar Stitely
ROBERT AMIR FEISEE
Kamalpreet Singh Sidhu
Jennifer L Ford

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