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Best financial advisors in Boonesville, VA

Registered advisers within 25 miles of Boonesville, VA.

Offices
211
Firms
98
Combined AUM
$9.77T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,471,548 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

KULEANA CAPITAL MANAGEMENT LLC
HUNTER LEWIS LLC
SOUTHLAND EQUITY PARTNERS, LLC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
CHAKRABORTY CAPITAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
VIRGINIA INVESTMENT ADVISORY, INC.
BROADPARK ADVISORS, LLC

Investors

TIMOTHY JAMES SCHENK
Isaac Leroy Wentz
STEPHANIE BOSSERMAN
ERIC DAVID ANTROBIUS
Korby Deveston Griffith
Marianne Louise Shepard
Conner D Forster
CYNTHIA LYNN SHIFFLETT
Donald Dominic Johnson Giannangeli
Scott C Solak
JUSTIN DAVID RUSHING
KEVIN LEON MANN
JAMES EARL DICKMAN
GAIL VERONICA HELMICK
CHRISTIAN ASMUS COMBERG
ADAM HERBERT SILVERS
SHAWN THOMAS PENDLETON
Sean Michael Van Etten
Gregory Paul Nicholas
John Henry Flick
GLENN HENRY CATALANO
STEVEN MOULTRIE BALL
Jacob River Conley
JEFFREY SCOTT REBICH
FRED AUSTIN NEWSOM
Peter Mindnich
STEPHEN ROBERT PURDY
Ryan Daniel Daley

Within 25 miles of Boonesville, VA, Best Investors lists 98 registered investment advisory firms with 211 offices nearby, managing about $9.77T in combined regulatory AUM across 2,471,548 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 Boonesville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM