Best financial advisors in Basye, VA

Registered advisers within 25 miles of Basye, VA.

Offices

24

Firms

11

Combined AUM

$2.35T

Firm-wide filings, not assets booked only here

Clients

416K

415,852 clients when Item 5C has a number

Avg / client

$5.64M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

405 STONEY CREEK BLVD
EDINBURG, VA 22824

12.3 miles away

OSAIC INSTITUTIONS, INC.

300 Stoney Creek Blvd
Edinburg, VA 22824

12.3 miles away

EDWARD JONES

9626 S CONGRESS ST SUITE B
NEW MARKET, VA 22844-9450

14.4 miles away

EDWARD JONES

489 W RESERVOIR RD
WOODSTOCK, VA 22664

14.6 miles away

OSAIC INSTITUTIONS, INC.

126 NORTH TIMBERWAY
BROADWAY, VA 22815

HALIEUS INVESTMENT ADVISORS

113 SOUTH TIMBER WAY
BROADWAY, VA 22815

15.1 miles away

MWA FINANCIAL SERVICES INC.

107A SOUTH TIMBERWAY
BROADWAY, VA 22815

15.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

454 S Main St
Broadway, VA 22815

15.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

415 S Main St.
Woodstock, VA 22664

15.9 miles away

EDWARD JONES

137A WEST COURT STREET
WOODSTOCK, VA 22664

16.1 miles away

EDWARD JONES

139 S MAIN STREET
WOODSTOCK, VA 22664

16.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

109 N Main St.
Woodstock, VA 22664

16.1 miles away

LEGACY FINANCIAL

217 WINCHESTER AVE
MOOREFIELD, WV 26836

18.7 miles away

EDWARD JONES

210 NORTH MAIN STREET
MOOREFIELD, WV 26836

18.9 miles away

EDWARD JONES

739 N MAIN ST SUITE C
MOOREFIELD, WV 26836

19.3 miles away

EDWARD JONES

1456 US HWY 211 WEST SUITE B
LURAY, VA 22835

19.9 miles away

TRUIST ADVISORY SERVICES, INC.

1402 US Highway 211 W
Luray, VA 22835

STATE FARM INVESTMENT MANAGEMENT CORP.

417 Virginia Ave
Petersburg, WV 26847

20.7 miles away

EDWARD JONES

111 south grove st ste 2
PETERSBURG, WV 26847-1500

20.8 miles away

LPL FINANCIAL LLC

15 S COURT ST
LURAY, VA 22835-1222

21.1 miles away

Firms

OSAIC INSTITUTIONS, INC.

HALIEUS INVESTMENT ADVISORS

MWA FINANCIAL SERVICES INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LEGACY FINANCIAL

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

Investors

Tracy Pamela Miller

Brandon U Davis

CALAN ADELLE JANSEN

Nathaniel Steven Rockey

Ann Marie Stalbird

GAYLIN ALVIN SOMMERS

ROBERT LAFAYETTE TEAGUE

James R Bennett

BARRY DANIEL FADELY

DAVID WEBSTER THOMPSON

Lacey Barnett Snarr

Lora Cooper Loving

Taylor Ryan LaFever

Rachel Suzanne Schetrom

John Michael Cheshire

Tony Matthew Cook

Devon Sean Rogers

Brett Nesselrodt

STARR ROBINSON JOHNSON

JOHN RODNEY JOHNSON

Within 25 miles of Basye, VA, Best Investors lists 11 registered investment advisory firms with 24 offices nearby, managing about $2.35T in combined regulatory AUM across 415,852 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 Basye

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM