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Best financial advisors in Allisonia, VA

Registered advisers within 25 miles of Allisonia, VA.

Offices
62
Firms
27
Combined AUM
$4.52T
Firm-wide filings, not assets booked only here
Clients
637K
636,772 clients when Item 5C has a number
Avg / client
$7.10M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
GENEOS WEALTH MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CULTIVATE FINANCIAL PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARTIN WEALTH SOLUTIONS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC

Investors

Andrew Dow Owens
Jason A Spatafora
AARON BRETT SEXTON
Reagan Daniel Perdue
Michael Arthur Canestrari
MARY HOWLETT PLOTT
TAWANA M. R. FRENCH
GARY LEE TIBBS
SAMUEL HARRISON WILLIAMS
GEORGE ABRAHAM WILLIAMS
ASHLEY HALL COAKE
MARK ALLAN TAPP
KEITH PATRICK WELTENS
DOUGLAS CLAYTON MELROSE
Joshua Smith
GARY ALAN FIREBAUGH
BENJAMIN M TUCK
Caroline Gaskins
PAMELA LEE CALLAHAN
ANTHONY BERNARD BILLUE
LARRY CRAIG BOWMAN
Linwood Keith Fraher
Casey Marissa Bibb
JIMMY STEPHEN MARTIN
Samuel Craig Benson
THERESA LEONA MARTIN
James Bryan Chandler
Caleb Brumfield
William Robert Stephens
Valerie Lynne Wheeler
David Andrew Blevins
Dakota Allen Dolgos
Anthony Brent Church

Within 25 miles of Allisonia, VA, Best Investors lists 27 registered investment advisory firms with 62 offices nearby, managing about $4.52T in combined regulatory AUM across 636,772 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 Allisonia

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM