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Best financial advisors in Boswells Tavern, VA

Registered advisers within 25 miles of Boswells Tavern, VA.

Offices
135
Firms
86
Combined AUM
$9.45T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,391,965 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THIRD MILLENNIUM ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
&PARTNERS
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CORNERSTONE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SAPERE WEALTH MANAGEMENT, LLC

Investors

Tyler Lamont Herring
Jeffrey Scott Earnhardt
Shaylyne Elaine Gough
Jessica Bridges Martin
Korby Deveston Griffith
Marianne Louise Shepard
Conner D Forster
CYNTHIA LYNN SHIFFLETT
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
Donald Dominic Johnson Giannangeli
Scott C Solak
GREGORY LAURICK BARTLESKI
JOHN RILEY SMITH
JONATHAN NATHANIEL CHASEN
PATRICK NICOLAUS CARROLL
NOAH CHAPMAN ELIAS
CRYSTAL GORMUS MARTIN
HEATHER NADEAU
Nicholas Christian Palmer
SCOTT MICHAEL PATTERSON
CAROL FLOYD HAM
GLENN C BANNAN
MARTIN J HARAR
DANIEL BURKE SHEEHAN
Bryan O Vides
Laura Fraser
THOMAS F FULLMAN
BROCK PETRIE
NELSON S HAM
MARY E MEGGINSON
JOHN Laurence DOZIER
GARDNER L BLOEMERS
Stephanie Griffith Lyman
BRIAN COFFING
JENNIFER R PATTERSON
PAMELA COLE FRIEDMAN
THERESA PANNELL HAMMOCK
richard e monroe
Julija Prousalis
CHRISTOPHER THOMAS PAOLETTI
GREGORY MARK SWITZER
Richard Stanley Carroll
Todd Preston Saunders
GARNETT LEE RIDDLE
STEVEN JAMES ENGEL
MARYANNA LOUISE GILMER
Antoinette Lucas
ROBERT DAVID THOMPSON
JEFFREY HOWELL BURTON
KEVIN ASHTON WELLS

Within 25 miles of Boswells Tavern, VA, Best Investors lists 86 registered investment advisory firms with 135 offices nearby, managing about $9.45T in combined regulatory AUM across 2,391,965 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 Boswells Tavern

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