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Best financial advisors in Bentonville, VA

Registered advisers within 25 miles of Bentonville, VA.

Offices
54
Firms
19
Combined AUM
$5.65T
Firm-wide filings, not assets booked only here
Clients
996K
995,697 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
LEGACY FINANCIAL
WS WEALTH MANAGEMENT, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.

Investors

Charles W Nagelvoort
Lloyd Charles Knight
Evan T Courtney
Bret Waterman Hrbek
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Adrianne M Smith
RALEIGH EDWARD KRAFT
JONATHAN DAVID WAGNER
RICHARD BRIAN CZECHOWSKI
MARK VINCENT STYS
JAMES JOSEPH KELLY
Amy Marie Straightiff
Justin Robert Baker
AARON PHILIP MORMANN
Taylor Ryan LaFever
Lora Cooper Loving
Lacey Barnett Snarr
James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Crystal Gail Foltz Hollar
Stuart F Freakley
Ann Marie Stalbird
CHESTER BRADLEY HOLSINGER
Jerry Allen Biller
STARR ROBINSON JOHNSON
JOHN RODNEY JOHNSON
CALAN ADELLE JANSEN

Within 25 miles of Bentonville, VA, Best Investors lists 19 registered investment advisory firms with 54 offices nearby, managing about $5.65T in combined regulatory AUM across 995,697 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 Bentonville

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 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM