Best Investors Account Sign in

Best financial advisors in Belleview, VA

Registered advisers within 25 miles of Belleview, VA.

Offices
1,696
Firms
717
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,445 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

WESLING FINANCIAL PLANNING SERVICES CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
GOOD LIFE ADVISORS, LLC
WESTBOURNE INVESTMENTS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
AVENIR CORPORATION
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
RENEW WEALTH MANAGEMENT LLC
MASSIE FINANCIAL PLANNING INC.
LPL ENTERPRISE, LLC
LASTING LEGACY WEALTH MANAGEMENT, LLC
CAPTRUST
MORGAN STANLEY

Investors

TIMOTHY ROBERT WESLING
MICHELLE CULPEPPER FENAOUI
STEPHEN DAKIN PATTISON
Carlos Velasco
Abigail Tennyson Ganssle
DAVID JOEL BROWER
JACOB E BROWER
JAMES FRANCIS WORFOLK
Erik Kenneth Steudle
Tristan R Peschka
HENRY CHRISTOPHER PRAMOV
ADITYA BHATNAGAR
MICHAEL CARLO DELCOLLIANO
ROBERT DOUGLAS LONG
SHERI LEIGH SWACKHAMER
TIMOTHY CHARLES STATES
Ryan Keith Ulrich
Jordan Alexander Ciulla
Victoria Singkai Baker
John Patrick Kirlin
Patrick Aidan Mcknight
ANTON L REESE
Gus Miller Mask
TRAVIS KEVIN FOX
RICHARD CHRISTOPHER JONES II
Keshia Keene
Matthew Jacob Figueroa
JANET MARY HALEY
Andres M Vitalis
Maxwell Frank Nixon
Dante Moncrieffe
Carl Christian Matysek
Brian Jordan Petersen
KENNETH SUGGETT GEORGE
JAMES HARRIS ROONEY
James Stephens Emanuelson
RYAN MCCOY PENNINGER
RICHARD P SLATER
Christopher Edward Lane
BERNARD FRANCIS MCGINN
JAMES MAURICE SIMON
THOMAS CHRISTOPHER MASSIE
Baden Alexander James
ALEXANDRA SIMONS
Nazzareno Henry Spurio
Charlotte Huger
Melissa Carriles Biggham
WILLIAM HENRY HALL
Marcela Arimany
Mark Thomas Wagner
IAN THOMAS PRYMAK
Brian Stewart
ELIZABETH NICOLE NAPPER
Quinn William Archer
Jaylen Thomas
ANDREW JAMES ATARAS
Scott Crawford Lemen
JACOB RAWLINGS
Frances Fang
Nathan Blumenschein
Richard Lee Clement
Kelly Peter Campbell
Meghan Lusk
TYLER J FRECH
JEFFREY PAUL SEIBEL
GIANNI VINCENT GIORDANO
MICHAEL S MACINTYRE
ERIC VON GOODSON
LINDSAY ALEXANDRA SPANIER YEARSICH
COLTON MATTHEW BAKER
Anthony F Natale
David Douglas Williams
Logan C Parker
GEORGE NATHAN BAUER
CHARLOTTE MCGHEE
PATRICIA KENNEDY PENN
ROGER DEAN ACHTERMANN
Kieran A Watson
KAREN B RUDOLPH
MICHAEL JOHN HARTARY
SANDRA J GUERRANT
JERRY CLEVELAND WHITMIRE
Kevin James Sullivan
MONIQUE ANTOINETTE MINOR
ANNA MICHAEL PAVLUK
Brande Nichole Coleman
JEANETTE C RUCHELMAN
DANNY Robert RILEY
Takhmina R Touraeva
Gerald Dennis Pardo
KEITH DOUGLAS BURNER
MARK THOMAS RIZZIERI
ANDREW LIEF RIEGER
LAWRENCE DAVID BERBERIAN
JERMAINE A LOWERY
Nick A Caputo
Joshua M Blackman
MITCHELL SELLERS HAILEY
LEE A COREY
Benjamin N Achtermann
LAURIS CARLOTTA NORTON
LAWRENCE DAVID BERBERIAN
Redmond Livingston Manierre

Within 25 miles of Belleview, VA, Best Investors lists 717 registered investment advisory firms with 1,696 offices nearby, managing about $21.3T in combined regulatory AUM across 3,904,445 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 Belleview

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM