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Best financial advisors in Augusta Sprgs, VA

Registered advisers within 25 miles of Augusta Sprgs, VA.

Offices
44
Firms
14
Combined AUM
$5.35T
Firm-wide filings, not assets booked only here
Clients
467K
467,154 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVENPORT & COMPANY LLC
NEWEDGE ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORNERSTONE WEALTH MANAGEMENT, LLC

Investors

GINNY LEE BROWN
TONYA SUE SIVINSKI
John Burdette
Matthew R Barnes
LYNN P SISSON DEBORD
William Rader Dod
DONALD RAY BENNER
ELIZABETH KIMBERLY NYE
JACQUELINE SHIPPLETT AVERY
Sarah Ritchie Fowler
William Frederick Sowers
MARY BROOKE PRITT
HENRY ROLLER SHIPPLETT
ALICIA LYNN MCANNEY
Leah Ashley Pugh
Sarah E Coiner
Seth Ashby Liskey
Ashley Martin Ferguson
Laurie Maddox
KATHERINE ESTELLE CROW
Jennifer Hanna Williams
Edward Hardy Dawkins
Lily Sky Dawkins
PATRICK CARROLL PEASON
Michael McCue
BENJAMIN REESE IRICK
Kenya Eve Balser
Michael Alexander Swinson
John Milton Childress
GARLAND RAY DAVIS
ARIEL LYNN HARPER
Thomas Fields Soyars
TAYSHA COLVIN PATTERSON
William Ryan Ostrander
Jeffrey Raymond Furman
James Graham Tate
Justin Tyler Rexrode

Within 25 miles of Augusta Sprgs, VA, Best Investors lists 14 registered investment advisory firms with 44 offices nearby, managing about $5.35T in combined regulatory AUM across 467,154 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 Augusta Sprgs

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

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM