Best Investors Account Sign in

Best financial advisors in Advance Mills, VA

Registered advisers within 25 miles of Advance Mills, VA.

Offices
142
Firms
89
Combined AUM
$9.63T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,392,782 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

QUANTITATIVE INVESTMENT MANAGEMENT, LLC
INVESTURE, LLC
QUAD-C MANAGEMENT, INC.
GUARDIAN POINT CAPITAL, LP
NOT YET VENTURES, LLC
HERITAGE WEALTH ADVISORS
SELBY LANE CAPITAL, LLC
BROWN ADVISORY
FOXHAVEN ASSET MANAGEMENT, LP
WACONA CAPITAL, LLC
QUINN OPPORTUNITY PARTNERS
FACTOR CAPITAL MANAGEMENT LLC
ARROWROOT FAMILY OFFICE, LLC
A. N. CULBERTSON & COMPANY, INC.
WELLS FARGO CLEARING SERVICES, LLC
SWIFT RUN CAPITAL MANAGEMENT
TRUIST ADVISORY SERVICES, INC.
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Investors

JONATHAN WARREN HILL
Kristen Barnes Puryear
LLOYD CHRISTOPHER NOLAND
CHRISTOPHER LAUBACH MCLEAN
ADAM MATTHEW KING
REED ROBERT HURT
B. WISTAR MORRIS
ERIC SCOTT JOHNSON
QUINN ALLAN STRAAYER
Teague Regan Avey
MARK RYAN MCCARRON
ORMAN Lanier KIMBROUGH
GEORGE LATHAM PAYNE
MATTHEW BORLAND
Thomas Matthew Contiliano
GEORGE HOWELL KIDDER
ALAN NEIL CULBERTSON
ROGER RUSSELL FULTON
ALLISON SIMS LINNEY
JOHN MICHAEL SLOAD
DAVID AUSTIN LEMON
LUCAS M HIGGINS
BENJAMIN DRISKILL MOLINAYVEDIA
SYDNEY LEONARD
JOHN WALTER HIGGINS
RAY FRANKLIN KAUFFMAN
PATRICIA HORNE WOODIE
ELLEN KAY MARRS
BETH GOODELL
CRYSTAL D CRAWFORD
SCOTT TEMPLETON MARSHALL
MELANIE O CRAWFORD
RICHARD G ROUSSEAU
THOMAS WAYNE GRIERSON
CHARLES ALAN BULL
WILLIAM LOUIS WOLFE
AMY JEAN ELLERTSON
TODD JAMES MULLEN
EDWARD A DUDLEY
JAMES BOONE NELIGAN
MICHAEL D DREW
TIMOTHY SELIG MULLEN
JONATHAN JACKSON FOLTZ
DANIEL PAUL GOODALL
Thomas Carl Bruno
WILLIAM RANDOLPH TAYLOR
RYAN YOUNG
ERIC OAKS KALLEN

Within 25 miles of Advance Mills, VA, Best Investors lists 89 registered investment advisory firms with 142 offices nearby, managing about $9.63T in combined regulatory AUM across 2,392,782 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 Advance Mills

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM