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Best financial advisors in Burnt Chimney, VA

Registered advisers within 25 miles of Burnt Chimney, VA.

Offices
137
Firms
63
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,142,827 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LOMBARD ADVISERS INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
LEVEL FOUR ADVISORY SERVICES
UPWARD FINANCIAL PLANNING
WORLD INVESTMENT ADVISORS, LLC
KOMMON WEALTH, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
INTERCAROLINA FINANCIAL SERVICES, INC.

Investors

Amy Coley Stone
Jon Mark Dabareiner
Jacob Lewis
DEREK HAMMOND LAYMAN
Ryan Evan Lester
Zachary J Wimmer
CHRISTOPHER RAY WRIGHT
Andrew Mark Fenstermaker
Daniel Andrew Webb
MARC DANIEL HIRSHORN
BILLY CHRISTOPHER MASON
JASON DOYLE FLETCHER
STEVEN JOSEPH DEVLIN
ROBERT DONALD FRAIM
Carl Matthew Grove
Carl Jacob Grove
Daniel Ryan Colston
DAVID ALBERT CAMPER
KRISTOPHER DAVID MONTGOMERY
CARL EKSTROM BECK
CHARLES VANLEAR HOBACK
MARLENE STACY GARCIA
OLIVER SURPRENANT
CHERIE JUNEL DREW
BETHANY WEDGE SCOTT
Laurel Hankins Simpkins
RONALD PEYTON ALLEY
MARCUS DALE KINDLEY
JEREMY DWIGHT BLEWETT

Within 25 miles of Burnt Chimney, VA, Best Investors lists 63 registered investment advisory firms with 137 offices nearby, managing about $11.1T in combined regulatory AUM across 2,142,827 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 Burnt Chimney

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM