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Best financial advisors in Winchester, VA

Registered advisers within 25 miles of Winchester, VA.

Offices
105
Firms
43
Combined AUM
$8.01T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,081,400 clients when Item 5C has a number
Avg / client
$7.40M
Combined AUM ÷ clients

Nearby offices

Firms

GRIP FINANCIAL, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
R & J FINANCIAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ADVISORY PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Investors

MICHAEL DAVID GILMAN
ERIN EDWARD BOJARCZUK
KANDICE RENEE BOREL
Matthew Slater Dyson
Jonathan Thomas Motichka
Daniel John Snapp
Hannah Elizabeth Snapp
Ivan William Snapp
CLIFTON L RUTHERFORD
BRIAN PETER DAVET
Michael Sean O'Dell
Robert Joseph Hornbaker
TALMADGE DEWITT CLAYTON
Ronald Reynaldo Velasquez
Sean Edward Dudley
EVAN G GARFOLA
RYAN CHARLES OATES
Kathryn Rochelle Lopez
CHRISTOPHER STEPHEN COTTERELL
STEVEN EDWARD HAMANT
Michael Ignatius Cesnik
DANIELLE K HILL
WILLIAM ROBY CREVELING
VICKI SUE DAVENPORT
DREW MICHAEL FORTE
SUSAN W KAGEY
JASON A WILLIAMS
Andrew D Gauldin
James Marshall DuBrueler
CORY F COOK
DANIEL RAYMOND EVANS
BENJAMIN ALOYSIUS TURNER
DOUGLAS CLAY ARTHUR

Within 25 miles of Winchester, VA, Best Investors lists 43 registered investment advisory firms with 105 offices nearby, managing about $8.01T in combined regulatory AUM across 1,081,400 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 Winchester

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM