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Best financial advisors in Allegany Spring, VA

Registered advisers within 25 miles of Allegany Spring, VA.

Offices
174
Firms
72
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,145,236 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
EDWARD JONES
MARTIN WEALTH SOLUTIONS
STATE FARM INVESTMENT MANAGEMENT CORP.
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
MAIN ADVISORY, INC.
BCG SECURITIES, INC.
PROSPERITY CAPITAL ADVISORS

Investors

Caleb Brumfield
James Bryan Chandler
Dakota Allen Dolgos
Anthony Brent Church
William Robert Stephens
Valerie Lynne Wheeler
Linwood Keith Fraher
Casey Marissa Bibb
JIMMY STEPHEN MARTIN
Samuel Craig Benson
THERESA LEONA MARTIN
ERIC KNUT JOHNSEN
CHRISTOPHER J FRENCH
STACY HUNTER MARTIN
ENOCH SCOTT ARNETT
MICHAEL BERRY COOKE
ALLEN S. LAVENDER
Christopher Todd Massey
Jesse Grant Buchanan
RONNIE LYNN COCHRAN
BRANDON RAY SEMONES
Terry Charles Prince
MICHAEL TODD WHITMORE
STEVEN MOYER AGEE
Patrick Moran
BENJAMIN CRAIG JACKSON
Brandon Leigh Cross
TIMOTHY JOHN KNOTT
JOHN BRANDON BELL

Within 25 miles of Allegany Spring, VA, Best Investors lists 72 registered investment advisory firms with 174 offices nearby, managing about $11.3T in combined regulatory AUM across 2,145,236 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 Allegany Spring

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 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM