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Best financial advisors in Atlantic, VA

Registered advisers within 25 miles of Atlantic, VA.

Offices
7
Firms
5
Combined AUM
$1.10T
Firm-wide filings, not assets booked only here
Clients
266K
266,268 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

OPPENHEIMER & CO. INC.
LPL FINANCIAL LLC
FINANCIAL SOLUTIONS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

MARY E MCKENNA
BRIAN DAVID EAST
GLEN ADAIR TYLER
JEREMY CHRISTOPHER MEYER
JOHN WHITBY FIEGE
JEFFREY WILLARD MARSHALL
KAREN JILL HALL

Within 25 miles of Atlantic, VA, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.10T in combined regulatory AUM across 266,268 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 Atlantic

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 OPPENHEIMER & CO. INC. 1,191 advisers $36.7B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 FINANCIAL SOLUTIONS 8 clients · 1 advisers $64.7M AUM