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Best financial advisors in Boones Mill, VA

Registered advisers within 25 miles of Boones Mill, VA.

Offices
169
Firms
71
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,145,233 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
KOMMON WEALTH, LLC
EDWARD JONES
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GENEOS WEALTH MANAGEMENT, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

CHRISTOPHER RAY WRIGHT
KRISTOPHER DAVID MONTGOMERY
Shabnam J Gideon
Carissa Crowe
Jason William Ridinger
ROBERT FRANKLIN COX
JEFFREY KEVIN BEAMER
Stephen Glen Hilbish
WILLIAM HUNTER HICKAM
WILLIAM RUBEN TERRY
PATRICK JOSEPH GUZI
STEPHEN ASHLEY STILWELL
LYDIA BLACKISTON
JOHN GREEN
JONATHAN CHANDLER OWEN
James Howard
A CARLIS CARROLL
MARK DOUGLAS HALE
STEWART LEE BARNES
ANGELA WALLACE HOLMES
Glenn Paul Kent
JAMES ASHBY HARLOW
MATTHEW FRANCIS ELY
STEFAN VULEVIC
JEREMY DWIGHT BLEWETT
TIM XUAN HA
Joseph Milton Crandall
ANDREW THOMAS SCHENKER
MICHAEL PAUL BLANCHARD
Jordan Scott Sereno
Justin M Whorley
Carlton Hewes Ward
TANYA PERKINS VESS
ERIC RALPH VAN BUSKIRK
Paige Lynn Barham
Ethan Paul Stevenson
Nikolas Riley Boone
CHERIE JUNEL DREW
BETHANY WEDGE SCOTT
Laurel Hankins Simpkins
RONALD PEYTON ALLEY
TRACY NEIL SLEDD
Harry B Hartman
HENRY MILNER CALDWELL
Andrew Mark Fenstermaker
Daniel Andrew Webb
MARC DANIEL HIRSHORN
BILLY CHRISTOPHER MASON
STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams

Within 25 miles of Boones Mill, VA, Best Investors lists 71 registered investment advisory firms with 169 offices nearby, managing about $11.1T in combined regulatory AUM across 2,145,233 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 Boones Mill

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM