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Best financial advisors in Appalachia, VA

Registered advisers within 25 miles of Appalachia, VA.

Offices
6
Firms
3
Combined AUM
$1.17T
Firm-wide filings, not assets booked only here
Clients
97.6K
97,566 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Aaron Colby Reasor
James Ronald Lawson
GARLAND ANDREW HALL
Brian Hugh Bishop
EDWIN PAUL COX
Justin Manuel

Within 25 miles of Appalachia, VA, Best Investors lists 3 registered investment advisory firms with 6 offices nearby, managing about $1.17T in combined regulatory AUM across 97,566 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 Appalachia

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM