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Best financial advisors in Bristol, VA

Registered advisers within 25 miles of Bristol, VA.

Offices
138
Firms
59
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,136,503 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARKS INVESTMENT MANAGEMENT, LLC
AMERICAN VALUES INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REALTA INVESTMENT ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRANDELL FINANCIAL PLANNING, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO

Investors

Billy James Gobble
Robert Sam Simis
GEORGE KING PARKS
CARTER BUCK LECRAW
James L Fuller
James W Fuller
PHILIP D MCFARLANE
Melissa Diane Clemens Williamson
KARL THOMAS SMITH
THOMAS SAMUEL LISK
ROBIN SLEMP DRUMMOND
LUCAS ALLEN McCRAW
J MICHAEL ALBANO
Brandon Christopher Kegley
RICHARD EDWARD KEGLEY
JAMES LESLIE HEATON
DIRK EVAN CRANDELL
Jessee Michael White
Gregory Allen Fahn
Teresa Ellen Ring
Rebekah Lee Rockett
DELLA MORLEY PRATHER
GREGORY SCOTT BOGGS
ROBERT L BLEVINS
JASON BRIAN STURGILL
JACOB NATHANIEL CUMBO
GEORGE THOMAS GILLEN
James Bradford Baker
ROY THOMAS MANN
WILLIAM RAY CAMPBELL
Rita Marie Kiscaden
Tammy Lynn Sicilian
PAUL IVER JEPSON
DEREK CHARLES BROWN
David William Mullins
Steven Bednar
CHARLES WILLIAM CARR
Taylor Scott Griffin
MICHAEL D BIRD
Philip Thomas Alford
Jordan Carrier
SAMUEL KILLGORE ROSS

Within 25 miles of Bristol, VA, Best Investors lists 59 registered investment advisory firms with 138 offices nearby, managing about $11.8T in combined regulatory AUM across 2,136,503 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 Bristol

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM