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Best financial advisors in Bolar, VA

Registered advisers within 25 miles of Bolar, VA.

Offices
3
Firms
2
Combined AUM
$248B
Firm-wide filings, not assets booked only here
Clients
56.7K
56,660 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

Steven Reed McNeer
KENNETH Edward WOODS
LUANN K CREAGER

Within 25 miles of Bolar, VA, Best Investors lists 2 registered investment advisory firms with 3 offices nearby, managing about $248B in combined regulatory AUM across 56,660 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 Bolar

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

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM