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Best financial advisors in Alberta, VA

Registered advisers within 25 miles of Alberta, VA.

Offices
9
Firms
8
Combined AUM
$1.94T
Firm-wide filings, not assets booked only here
Clients
154K
153,621 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

TWIN RIVERS ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
PARK AVENUE SECURITIES LLC

Investors

BENJAMIN DOUGLAS BRETZ
MATTHEW L ELAM
Brittany Johnson
MICHAEL ARTHUR PUGH
STEVEN KEITH TANNER
Steven Bartholomew
Harrison H Bowlin
Jeremy Hart Creedle
CARMEN GALLION TAYLOR
Jackson R Moseley
Jeremy Lynch
JEANETTE COHN BISHOP
ELMO WILSON CLARY

Within 25 miles of Alberta, VA, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $1.94T in combined regulatory AUM across 153,621 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 Alberta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 TWIN RIVERS ADVISORS, LLC 2 advisers $17.3M AUM