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Best financial advisors in Altavista, VA

Registered advisers within 25 miles of Altavista, VA.

Offices
88
Firms
45
Combined AUM
$8.23T
Firm-wide filings, not assets booked only here
Clients
461K
460,664 clients when Item 5C has a number
Avg / client
$17.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH ADVISOR LLC
WELLS FARGO CLEARING SERVICES, LLC
SOWELL MANAGEMENT
EAGLE STRATEGIES LLC
WOOD CREEK CAPITAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LYNCHBURG WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Randy Shawn Cassidy
Matthew R Szabo
Landen Dean Mays
LAURA CREWS HOLT
TIFFANY FATH
CHRISTOPHER WAYNE GIBSON
Andrew T Kappler
JACOB CHARLES ZODY
JOSHUA DAVID STAMM
Ronald Jacob Dawson
Logan T Stamm
Jeffery J Bruffy
Branden Curtiss Bosch
Mark Clement Boccarossa
Don Wayne Satterfield
WESLEY SCOTT DAVIS
JAMES JON BENET
Matthew Shawn Burkey
Brian Burkey
CHRISTOPHER D. MCCOWN
WILLIAM BOVEE KING
DOUGLAS EDWARD JONES
Brenton Wayne Helms
Stacy Rhea Steuart
PATRICK MCCRAY
TODD ALLAN MCCRAY
DAVID ASHBY CHRISMAN
GEORGE VERNON CAYLOR
STEPHEN BRUCE COOPER
Benjamin Albert Abraham
JOHN NORMAN HALL
WILLIAM TIMOTHY BOURNE
TINA LYNN SPIVEY
Kelly Letchworth
Jared P Srsic
ROBERT BYRD HOSKINS
JEREMY THOMAS MARCUM
BRANDEN TODD BROOKS
ELIZABETH ELLEN WILEY
JOHN HUNDLEY HOSKINS
Jonathan W Letchworth

Within 25 miles of Altavista, VA, Best Investors lists 45 registered investment advisory firms with 88 offices nearby, managing about $8.23T in combined regulatory AUM across 460,664 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 Altavista

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM