Best financial advisors in Bellamy, VA

Registered advisers within 25 miles of Bellamy, VA.

Offices

138

Firms

53

Combined AUM

$9.28T

Firm-wide filings, not assets booked only here

Clients

1.57M

1,572,312 clients when Item 5C has a number

Avg / client

$5.90M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

EDWARD JONES

2922 GEORGE WASHINGTON MEM HWY
Hayes, VA 23072

DESTINY MONEY MANAGEMENT

10514 BUCKLEY HALL ROAD
MATHEWS, VA 23109

11.8 miles away

LPL FINANCIAL LLC

302 BULIFANTS BLVD STE 201B
WILLIAMSBURG, VA 23188

12.2 miles away

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

304 BULIFANTS BOULEVARD SUITE 101
WILLIAMSBURG, VA 23188

12.2 miles away

LPL FINANCIAL LLC

205 BULIFANTS BLVD STE D
WILLIAMSBURG, VA 23188

12.5 miles away

EDWARD JONES

201 BULIFANTS BOULEVARD SUITE D
WILLIAMSBURG, VA 23188

12.5 miles away

J.P. MORGAN SECURITIES LLC

6720 Mooretown Rd
Williamsburg, VA 23188

12.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

411 SCOTLAND STREET
WILLIAMSBURG, VA 23185

14.1 miles away

CETERA INVESTMENT ADVISERS LLC

477 MCLAWS CIRCLE STE 4
WILLAMSBURG, VA 23185

14.2 miles away

FIRST COMMAND ADVISORY SERVICES

461 McLaws Cir Suite 4
Williamsburg, VA 23185

14.2 miles away

FIRST COMMAND ADVISORY SERVICES

461 McLaws Circle Suite 4
Williamsburg, VA 23185

14.2 miles away

FIRST COMMAND ADVISORY SERVICES

461 McLaws Circle, Suite 4
Williamsburg, VA 23185

14.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

120 Monticello Ave Ste 200-A
Williamsburg, VA 23185

14.2 miles away

HISTOR INVESTING, LLC

430 MCLAWS CIRCLE SUITE 100
WILLIAMSBURG, VA 23185

14.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

428 MCLAWS CIRCLE STE 100
WILLIAMSBURG, VA 23185

14.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1003 Richmond Rd
Willliamsburg, VA 23185

14.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

901 Richmond Road
Williamsburg, VA 23185-2821

14.2 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

DESTINY MONEY MANAGEMENT

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

FIRST COMMAND ADVISORY SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

HISTOR INVESTING, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Nathan Daniel Ferrell Hansen

Matthew Fletcher Williams

Shelton Vincent Glaze

Sandra Ann Mickelborough

Carlos J Britos

Kylisa Denise Harris

Kevin P Mallory

MELISSA DURST MURCHISON

JASON LEE COOPRIDER

WARREN RANDOLPH MARTIN

JEFFREY PAUL DOMINGUEZ

Brandon Boyd Call

Jason Michael Blanchard

Samuel Blount Drewry

Franisha Loranne Mootz

Michael Ray Rapay

IRIS COHEN PORUSH

WALTER SCOTT MOWRY

GEORGE ANDREW WRIGHT

Thomas Clay Mowry

SHANNON CONNER CRANK

JOSEPH FERNANDES

Aurora F Streeter

Bryson Thomas Spangler

Michael Robert Kuebler

CHERYL ORANGE NESTER

NICK R. LOURIDAS

HELEN LOUGHAN CAMPBELL

ETHAN TRAVIS POWELL

VICKI ANN SMITH

TRACY ANN HENDERSON

KAREN HAWKRIDGE LOGAN

JEFFREY EARL RAKES

MONICA YATES HARRISON-CHURCH

JOHN PEYTON SNEAD

CATHLEEN GORMAN DILLON

WILLIAM B BARNES

AMY CONSTANCE ROBINSON

BRADLEY JAMES STEWART

Brady Rawls Rouse

JAY CANFIELD GUTCHES

JOSEPH WILLIAM MONTGOMERY

JOHN WARREN MARTIN

ROBIN STONE WILCOX

JACK HOLLIS ARBOGAST

Blair Bradford Todd

Within 25 miles of Bellamy, VA, Best Investors lists 53 registered investment advisory firms with 138 offices nearby, managing about $9.28T in combined regulatory AUM across 1,572,312 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 Bellamy

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM