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Best financial advisors in Brookneal, VA

Registered advisers within 25 miles of Brookneal, VA.

Offices
12
Firms
8
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
268K
268,017 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH ADVISOR LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Robert E. Laine
Don Wayne Satterfield
Thomas Richard Detrick
ALLISON L MARTIN
JOEY VINCENT EADES
Randy Shawn Cassidy
Matthew R Szabo
JACOB CHARLES ZODY
JOSHUA DAVID STAMM
Ronald Jacob Dawson
Logan T Stamm
Jeffery J Bruffy
Branden Curtiss Bosch
Mark Clement Boccarossa
Landen Dean Mays
LAURA CREWS HOLT
TIFFANY FATH
CHRISTOPHER WAYNE GIBSON
Donald Randolph Trent
DARDEN WINSTON SMITH
DEREK CHARLES MASON

Within 25 miles of Brookneal, VA, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.78T in combined regulatory AUM across 268,017 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 Brookneal

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PLANMEMBER SECURITIES CORPORATION 125 clients · 453 advisers $10.1B AUM 7 LEGACY WEALTH MANAGEMENT GROUP, INC. 220 clients · 7 advisers $290M AUM