Best financial advisors in Broadway, VA

Registered advisers within 25 miles of Broadway, VA.

Offices

77

Firms

31

Combined AUM

$6.32T

Firm-wide filings, not assets booked only here

Clients

606K

605,561 clients when Item 5C has a number

Avg / client

$10.4M

Combined AUM ÷ clients

Nearby offices

OSAIC INSTITUTIONS, INC.

126 NORTH TIMBERWAY
BROADWAY, VA 22815

HALIEUS INVESTMENT ADVISORS

113 SOUTH TIMBER WAY
BROADWAY, VA 22815

MWA FINANCIAL SERVICES INC.

107A SOUTH TIMBERWAY
BROADWAY, VA 22815

STATE FARM INVESTMENT MANAGEMENT CORP.

454 S Main St
Broadway, VA 22815

EDWARD JONES

9626 S CONGRESS ST SUITE B
NEW MARKET, VA 22844-9450

10.2 miles away

CETERA INVESTMENT ADVISERS LLC

1675 VIRGINIA AVENUE SUITE C
HARRISONBURG, VA 22802

16.2 miles away

EDWARD JONES

405 STONEY CREEK BLVD
EDINBURG, VA 22824

16.6 miles away

OSAIC INSTITUTIONS, INC.

300 Stoney Creek Blvd
Edinburg, VA 22824

16.6 miles away

CETERA INVESTMENT ADVISERS LLC

841 Mt. Clinton Pike Suite A
Harrisonburg, VA 22802

EDWARD JONES

139 N LIBERTY STREET SUITE 102
HARRISONBURG, VA 22802

18.1 miles away

OSAIC INSTITUTIONS, INC.

890 WEST MARKET ST.
HARRISONBURG, VA 22801

18.2 miles away

XYPN INVEST

25 North Liberty Street Suite 218
Harrisonburg, VA 22802

18.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

25 N Liberty St.
Harrisonburg, VA 22802

18.2 miles away

EDWARD JONES

41-C Court Square
HARRISONBURG, VA 22801

18.2 miles away

LPL FINANCIAL LLC

31 N. FEDERAL STREET
HARRISONBURG, VA 22801

18.2 miles away

TRUIST ADVISORY SERVICES, INC.

180 EAST MARKET STREET
HARRISONBURG, VA 22801

18.2 miles away

COMMONWEALTH FINANCIAL NETWORK

306 East Market Street
HARRISONBURG, VA 22801

18.3 miles away

TLG ADVISORS, INC.

57 S Main Street, Suite 501
Harrisonburg, VA 22801

18.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

57 SOUTH MAIN ST STE 514
HARRISONBURG, VA 22801

18.3 miles away

GRAVES LIGHT LENHART

100 SOUTH MASON STREET SUITE C
HARRISONBURG, VA 22801

18.3 miles away

Firms

OSAIC INSTITUTIONS, INC.

HALIEUS INVESTMENT ADVISORS

MWA FINANCIAL SERVICES INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

TLG ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

GRAVES LIGHT LENHART

Investors

GAYLIN ALVIN SOMMERS

ROBERT LAFAYETTE TEAGUE

Nathaniel Steven Rockey

Debra Lynn Wachter

Tracy Pamela Miller

Brandon U Davis

CALAN ADELLE JANSEN

BRIAN FREDERICK RHODES

Glen Emerson Kauffman

Gannon David Irons

NEAL ALTON TARBOX

Kevin Michael Flint

JASON EDWARD MAY

Katherine M Bray

John Michael Priester

STEVEN GLENN WATTS

ROBYN ERECKSON HILL

STEPHAN JOHN HESS

Christine Raines Doughty

Nicholas Andrew Perrine

Ryan Petersen Waid

ASHLEY PHILIP HEATWOLE

Within 25 miles of Broadway, VA, Best Investors lists 31 registered investment advisory firms with 77 offices nearby, managing about $6.32T in combined regulatory AUM across 605,561 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 Broadway

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM