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Best financial advisors in Burkeville, VA

Registered advisers within 25 miles of Burkeville, VA.

Offices
9
Firms
7
Combined AUM
$2.38T
Firm-wide filings, not assets booked only here
Clients
266K
265,569 clients when Item 5C has a number
Avg / client
$8.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC
TWIN RIVERS ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION

Investors

Mary Kathleen Hacker
Dennis Kerby Moore
Hannah Davis Ramsey
Kathleen H Redford
THOMAS IRVING HILL
CONSTANCE HOPE NEILSEN
BRETT VONCANNON WATSON
BRADLEY LAWRENCE WATSON
Jay Wesley Whited
BENJAMIN DOUGLAS BRETZ
DONNA LYNN WIGGINS
WILLIAM GARTH EDWARDS
MARY ELLEN TWIGG
Robert E. Laine

Within 25 miles of Burkeville, VA, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $2.38T in combined regulatory AUM across 265,569 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 Burkeville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 6 PLANMEMBER SECURITIES CORPORATION 125 clients · 453 advisers $10.1B AUM 7 TWIN RIVERS ADVISORS, LLC 2 advisers $17.3M AUM