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Best financial advisors in Appomattox, VA

Registered advisers within 25 miles of Appomattox, VA.

Offices
54
Firms
32
Combined AUM
$7.48T
Firm-wide filings, not assets booked only here
Clients
405K
404,533 clients when Item 5C has a number
Avg / client
$18.5M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
CAPTRUST
RAYMOND JAMES & ASSOCIATES, INC.
MONTVUE CAPITAL MANAGEMENT, INC.
BROWN EDWARDS WEALTH STRATEGIES
ADVANTA WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
D.A. DAVIDSON & CO.

Investors

ALLISON L MARTIN
Thomas Richard Detrick
JOEY VINCENT EADES
Don Wayne Satterfield
Herbert Leo Modrak
THOMAS ALLEN DUKES
Christopher Allen Tibbs
MICHAEL GARNETT WILKERSON
JOHN MICHAEL STONE
DAVID THOMAS MIDKIFF
CLIFTON BRYAN STOTT
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
HENRY VICTOR MILLNER
ROBERT MANNING LOFLIN
John Morton Flippin
William Winfree Paxton
MATTHEW RICHARD HASKE
Marcus Paul Borel
FRANK ROGERS VADEN
William Grayson Poats
JOHN CHADWICK WATERWORTH
Christopher Shane Blackwell
ANNE M. UMBARGER
ALAN ZANE KRAMER
SARAH UMBARGER BURNETT
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
Alexander Gibson
IAN ROGERS MORSE

Within 25 miles of Appomattox, VA, Best Investors lists 32 registered investment advisory firms with 54 offices nearby, managing about $7.48T in combined regulatory AUM across 404,533 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 Appomattox

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM