Best financial advisors in Boston, VA

Registered advisers within 25 miles of Boston, VA.

Offices

41

Firms

20

Combined AUM

$4.16T

Firm-wide filings, not assets booked only here

Clients

568K

567,571 clients when Item 5C has a number

Avg / client

$7.32M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

309 N. MAIN STREET
CULPEPER, VA 22701-3277

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LANE SUITE 3210
CUPEPER, VA 22701

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LA
CULPEPPER, VA 22701

D.A. DAVIDSON & CO.

1300 SUNSET BLVD. SUITE 3220
CULPEPER, VA 22701

STATE FARM INVESTMENT MANAGEMENT CORP.

332 James Madison Hwy
Culpeper, VA 22701

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CUSPEPER, VA 22701

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CULPEPER, VA 22701

EDWARD JONES

237 EAST DAVIS STREET SUITE 100
CULPEPER, VA 22701

EDWARD JONES

420 Southridge Parkway Ste 108
Culpeper, VA 22701

LPL FINANCIAL LLC

201 WATERS PL STE 106
CULPEPER, VA 22701

STATE FARM INVESTMENT MANAGEMENT CORP.

401 Madison Rd
Culpeper, VA 22701

WS WEALTH MANAGEMENT, LLC

509 FODDERSTACK RD
WASHINGTON, VA 22747

12.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

1264 N MAIN ST
MADISON, VA 22727

13.7 miles away

COMMONWEALTH FINANCIAL NETWORK

320 North Main Street
Madison, VA 22727

14.3 miles away

LPL FINANCIAL LLC

30 E MAIN ST
LURAY, VA 22835

19.8 miles away

EDWARD JONES

559 FROST AVE STE 100
Warrenton, VA 20186

19.8 miles away

EDWARD JONES

127 WEST MAIN STREET
LURAY, VA 22835

19.9 miles away

LPL FINANCIAL LLC

15 S COURT ST
LURAY, VA 22835-1222

THRIVENT INVESTMENT MANAGEMENT INC.

205 Keith Street
Warrenton, VA 20186

20.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

324 WATERLOO STREET
Warrenton, VA 20186

20.1 miles away

Firms

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

D.A. DAVIDSON & CO.

STATE FARM INVESTMENT MANAGEMENT CORP.

LEVEL FOUR ADVISORY SERVICES

WS WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

GILLETTE KEITH HARRIS

KEITH ANDREW O'BRIEN

STEVEN CLARK KORNICKER

DARIUS MANUCHER VESUNA

Carolyn Bittenbender Poling

Jordan E Walther

JOHN DOMINIC ZALESKI

RICHARD TODD HARRINGTON

Thomas Kyle Linski

Phillip T Lennon

Cindy Lee Rickett

BOBBIE DEAN BASCOMBE

Tricia Hammer Hulsey

JONATHAN DAVID WAGNER

RICHARD BRIAN CZECHOWSKI

MARK VINCENT STYS

RYAN COLE MIRACLE

ETHAN MICHAEL LOHR

GREGORY MICHAEL LOHR

CHESTER BRADLEY HOLSINGER

Jerry Allen Biller

STARR ROBINSON JOHNSON

JOHN RODNEY JOHNSON

JAMES EVERETT TOBIAS

RICHARD GLENN ALBERT

Within 25 miles of Boston, VA, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $4.16T in combined regulatory AUM across 567,571 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 Boston

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM