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Best financial advisors in Callands, VA

Registered advisers within 25 miles of Callands, VA.

Offices
40
Firms
15
Combined AUM
$3.71T
Firm-wide filings, not assets booked only here
Clients
331K
330,569 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITOL SECURITIES MANAGEMENT, INC.
TRUIST ADVISORY SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
REGAL INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC

Investors

ANGELES PEREZ ATKINSON
Autumn Clark Morris
Kimberly H Clark
Matthew Augustus Erikson
TERRY JOE BLAKELY
Troy Wayne Stowe
Kristy Harville Wolfe
Hershel Matthew Stone
JESSE H WADE
WILLIAM WHEELER NEASE
JENNIFER C NEASE
Cory Hart
LAWRENCE DEAN JOHNSTON
LARRY RANDOLPH ISLEY
LORI DEAN FRISE
JOHN JASON DOVE
DAVID MATTHEW WALKER
REBECCA WIMBISH STONE
Donald Wayne Aaron
THOMAS J LEE
Jamison Scott Sanders
CURTIS DICKERSON PILSON
Dianna Marie Burkholder
Erin Moldenhauer Dooley
Bronson Boone
Joshua Adam Barrett
Phillip David Thompson
EDGAR MONTROSE LOVE
PAUL WAYNE ASHWORTH
KARI THOMPSON COLLINS
Eli Alexander Ashworth
BARRY RAY RIDDLE
NANCY ADAMS
JONATHAN NICHOLAS HOLLIE
SONYA CROSS WENTZ
DAVID ALAN SATTERFIELD

Within 25 miles of Callands, VA, Best Investors lists 15 registered investment advisory firms with 40 offices nearby, managing about $3.71T in combined regulatory AUM across 330,569 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 Callands

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM