Best Investors Account Sign in

Best financial advisors in Amherst, VA

Registered advisers within 25 miles of Amherst, VA.

Offices
91
Firms
44
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
585K
585,013 clients when Item 5C has a number
Avg / client
$15.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
HARVEST - FAITH-BASED INVESTING
CANTOR FITZGERALD INVESTMENT ADVISORS
PRINCIPAL SECURITIES, INC.
BROWN EDWARDS WEALTH STRATEGIES
ADVANTA WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
D.A. DAVIDSON & CO.
MONTVUE CAPITAL MANAGEMENT, INC.
RAYMOND JAMES & ASSOCIATES, INC.
CAPTRUST
DAVENPORT & COMPANY LLC

Investors

Christopher Allen Tibbs
MICHAEL GARNETT WILKERSON
THOMAS ALLEN DUKES
Herbert Leo Modrak
WILLIAM SCOTT HENGERER
KURT DOUGLAS CORNFIELD
NORMAN DELMAS DARDEN
David Jarrell Marshall
Joseph Scott Morrell
Alexander Gibson
IAN ROGERS MORSE
MICHAEL JOSEPH MADDEN
PHILIP EDWARD SHOWALTER
BRAD LEIGH BAILEY
ANTONY DOUGLAS ROOP
MARK EDWARD WISEMAN
JACOB DOUGLAS FAVARO
Joshua Troy Allen Leslie
HARRY SCHWARZ
RYAN ALLEN MCENTIRE
JAMES L. SPICKARD
John Matthew Kunda
KENNETH LEE HARVEY
Cody Syrek
Chelsea Nichole Vogt
DON RANDALL CARTER
Christopher Shane Blackwell
ANNE M. UMBARGER
ALAN ZANE KRAMER
SARAH UMBARGER BURNETT
FRANK ROGERS VADEN
William Grayson Poats
JOHN CHADWICK WATERWORTH
John Morton Flippin
William Winfree Paxton
MATTHEW RICHARD HASKE
Marcus Paul Borel
HENRY VICTOR MILLNER
ROBERT MANNING LOFLIN
DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL
HOLLY MYERS SALMON
PHILIP EDWARD PAULETTE
Jesse Ford
Abram R Halterman
JASON MICHAEL ALFORD
WILLIAM D CAPSHAW
WILLIAM RANDOLPH BARKSDALE
STEWART MARSHALL SIGLER
ANNE REECE MCVEIGH

Within 25 miles of Amherst, VA, Best Investors lists 44 registered investment advisory firms with 91 offices nearby, managing about $8.89T in combined regulatory AUM across 585,013 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 Amherst

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM