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Best financial advisors in Boyd Tavern, VA

Registered advisers within 25 miles of Boyd Tavern, VA.

Offices
139
Firms
88
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,392,775 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

KAMKE INVESTMENT STRATEGIES INC.
D.A. DAVIDSON & CO.
CYPRESS FINANCIAL PLANNING
MORGAN STANLEY
QUANTITATIVE INVESTMENT MANAGEMENT, LLC
INVESTURE, LLC
QUAD-C MANAGEMENT, INC.
GUARDIAN POINT CAPITAL, LP
NOT YET VENTURES, LLC
HERITAGE WEALTH ADVISORS
A. N. CULBERTSON & COMPANY, INC.
ROUND OAK CAPITAL LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WACONA CAPITAL, LLC
TRUIST ADVISORY SERVICES, INC.
UNITED BROKERAGE SERVICES, INC

Investors

Paul Tyler Kamke
PAUL BURTON KAMKE
ELLEN SUE DOYLE
EVAN N/M/I POWERS
Norman Mark Gee
ERIC F. PARKER
BILLIE JO BRITTLE
Eric B Wagner
CHARLES OSBORN SOUTER
JONATHAN WARREN HILL
Kristen Barnes Puryear
ALLISON SIMS LINNEY
THOMAS VIETOR SHEEHAN
Jacob River Conley
Rowan Hart
Jeb Stuart Stump
GLENN HENRY CATALANO
STEVEN MOULTRIE BALL
HARRISON WILLIAM TAYLOR
Nicholas DiGiorgio
DEREK ADRIAN SHIFFLETT
YVONNE WOOD HARMON
LONI JASON CONLEY
FRED AUSTIN NEWSOM

Within 25 miles of Boyd Tavern, VA, Best Investors lists 88 registered investment advisory firms with 139 offices nearby, managing about $9.62T in combined regulatory AUM across 2,392,775 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 Boyd 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