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Best financial advisors in Berryville, VA

Registered advisers within 25 miles of Berryville, VA.

Offices
145
Firms
61
Combined AUM
$9.20T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,077,645 clients when Item 5C has a number
Avg / client
$8.54M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT VALLEY ADVISOR GROUP, LLC
EDWARD JONES
NEWEDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GRIP FINANCIAL, LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC INSTITUTIONS, INC.
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT ADVISERS LLC
BUTTONWOOD WEALTH
WELLS FARGO CLEARING SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
D.A. DAVIDSON & CO.
CORNERSTONE ASSET MANAGEMENT

Investors

MICHAEL R. DANJCZEK
Kristen Lyn Money
Aniyah I Jones
Rachel Ann Elkins
Jordan Phillip Liskey
Whitney Godlove Pyles
Emma E Stone
TALMADGE DEWITT CLAYTON
Ronald Reynaldo Velasquez
Ryan Reagan Meyer
MICHAEL DAVID GILMAN
ERIN EDWARD BOJARCZUK
KANDICE RENEE BOREL
Matthew Slater Dyson
Mark Allen Hillyard
Zachary Matthew Franks
John Mark DeSarno
CHET ALAN BINGHAM
John T Houser
James U Imoh
JAMES WALTER ARMSTRONG
ROBERT LEWIS HOLMES
MATTHEW JAMES WUNDER
Jonathan Thomas Motichka
JEREMY DUSTIN NICHOLS
JEFFREY ALLEN HAHN
STEVEN GREGORY PUGLIESE
JORDAN DANIEL BRAITHWAITE
KIMBERLY KERNS WINES
WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW
CHRISTY LEIGH WADE
NICHOLAS C DIEHL
JOSHUA WILLIAMS
JULIA MARIE CONNELL
ELMO EARL BALL
Megan Elizabeth Branch
Stacey Loomis
GEORGE THOMAS WARREN
ALETA KATHRYN HOOVER
ERIC BRADLEY WEITZ
DENNIS MICHAEL CONNOR

Within 25 miles of Berryville, VA, Best Investors lists 61 registered investment advisory firms with 145 offices nearby, managing about $9.20T in combined regulatory AUM across 1,077,645 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 Berryville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM