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Best financial advisors in Yorktown, VA

Registered advisers within 25 miles of Yorktown, VA.

Offices
163
Firms
57
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.60M
1,599,538 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES

Investors

Franklin Roy Belvin
Carlos J Britos
THOMAS ANDREW GANUN
DEBORAH ANN FLORES
BENJAMIN PRESTON IVEY
ALAN STEVEN WITT
DAYTON JAMES WIESE
TREVOR DAVIS JONES
JUSTIN DARNELL SANDERS
STERLING ROBERT BRIGHTMAN
Curtis L Lassiter
Christina Michelson
SARAH SHIELDS BROWNING
Michele Brune
Anthony Scott Reed
MELISSA ANN CHALKIAS
Amy M Stone
TAMMY JENNER
Michelle Grant
Susan B Hassan
ELIZABETH CLARK JORDAN
Jason CARROL Rowe
Erik J Chaikin
SETH WILLIAM BLANTON
BRYAN LEWIS BEERS
Alice Christina Jacobs
Emily E Gardner
Bailee Belanger
CHARLENE FANN HARVEY
Robert Earl Turner
Michael J Keating
AMY A PASCHOLD
Sandra Cathleen Hickey
DONTE CHRISTOPHER SMITH
Andrew Stultz Prinzler Brandt
GARY WALDRON BESNIER
MARY M MICK
Frank J Smith
KIMBERLY JEAN DEBUSK
ROBERT TERRENCE LAUFER
MARK WAYNE DREWRY
MALLORY LAUFER LESTER
JOSEPH FERNANDES
JENNIFER BAGALAWIS DAKNIS
RICHARD ALAN PIETSCH
STEPHEN EDWARD SIGMON
Kelsey A Swigart
Aurora F Streeter

Within 25 miles of Yorktown, VA, Best Investors lists 57 registered investment advisory firms with 163 offices nearby, managing about $10.7T in combined regulatory AUM across 1,599,538 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 Yorktown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM