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Best financial advisors in Bassett, VA

Registered advisers within 25 miles of Bassett, VA.

Offices
25
Firms
10
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
268K
268,469 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
CAPITOL SECURITIES MANAGEMENT, INC.
HYPERION MANAGEMENT HOLDINGS, LLC

Investors

CURTIS DICKERSON PILSON
Bronson Boone
DAVID MATTHEW WALKER
REBECCA WIMBISH STONE
JOHN JASON DOVE
Cory Hart
LAWRENCE DEAN JOHNSTON
LARRY RANDOLPH ISLEY
LORI DEAN FRISE
JENNIFER C NEASE
JESSE H WADE
WILLIAM WHEELER NEASE
Autumn Clark Morris
Kimberly H Clark
Matthew Augustus Erikson
Zachary J Wimmer
Austin Taylor Joyce
Ryan Evan Lester
DEREK HAMMOND LAYMAN
Jacob Lewis
Patrick Wade Beauchamp
WARNER WALTER WILLIAMS
David Leigh Cross
David Andrew Blevins
WELSFORD SCOTT BISHOPRIC
Samuel Lee Phillips
Kathy Walker Hale
Lauren Fields

Within 25 miles of Bassett, VA, Best Investors lists 10 registered investment advisory firms with 25 offices nearby, managing about $2.78T in combined regulatory AUM across 268,469 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 Bassett

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM