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Best financial advisors in Bergton, VA

Registered advisers within 25 miles of Bergton, VA.

Offices
14
Firms
7
Combined AUM
$1.29T
Firm-wide filings, not assets booked only here
Clients
52.8K
52,828 clients when Item 5C has a number
Avg / client
$24.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LEGACY FINANCIAL
OSAIC INSTITUTIONS, INC.
HALIEUS INVESTMENT ADVISORS
MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Brett Nesselrodt
Devon Sean Rogers
Rachel Suzanne Schetrom
John Michael Cheshire
ROBERT LAFAYETTE TEAGUE
BRENT LOOPE
Lawrence Yoder
GAYLIN ALVIN SOMMERS
Tony Matthew Cook
Nathaniel Steven Rockey
Judy Ann Baker
Tracy Pamela Miller
Brandon U Davis
CALAN ADELLE JANSEN
Debra Lynn Wachter
Melinda Walton
BRIAN FREDERICK RHODES
Glen Emerson Kauffman

Within 25 miles of Bergton, VA, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $1.29T in combined regulatory AUM across 52,828 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 Bergton

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 5 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM 6 HALIEUS INVESTMENT ADVISORS 1 advisers $1.32M AUM