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Best financial advisors in Branchville, VA

Registered advisers within 25 miles of Branchville, VA.

Offices
14
Firms
10
Combined AUM
$3.09T
Firm-wide filings, not assets booked only here
Clients
393K
393,094 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVENPORT & COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.

Investors

Melissa Anne Howell
Sara Johnson Crowder
ELMO WILSON CLARY
LEAH-BETH THOMAS WILLIAMS
JAMES RILEY MCCULLEY
ANDREW JAMES MCCULLEY
JASON LYNN REBBE
William W Councill
MEGHAN MARIE COUNCILL
Kyle Harrison Black
ELAINE MARGARET FENTERS
Donna Shearin Dunlow
Willis Robert Caudle III
Spencer Brady Nichols
James Colby Lyles
Zachary Theunis Misak
TAYLOR ARCHER

Within 25 miles of Branchville, VA, Best Investors lists 10 registered investment advisory firms with 14 offices nearby, managing about $3.09T in combined regulatory AUM across 393,094 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 Branchville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 7 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM