Best financial advisors in Cana, VA

Registered advisers within 25 miles of Cana, VA.

Offices

25

Firms

11

Combined AUM

$3.65T

Firm-wide filings, not assets booked only here

Clients

498K

497,751 clients when Item 5C has a number

Avg / client

$7.34M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

136 W LEBANON STREET
MOUNT AIRY, NC 27030

TRUIST ADVISORY SERVICES, INC.

541 N MAIN ST FL 1
MOUNT AIRY, NC 27030

EDWARD JONES

496 N MAIN STREET
MT AIRY, NC 27030

EDWARD JONES

492 N MAIN ST
MOUNT AIRY, NC 27030

STATE FARM INVESTMENT MANAGEMENT CORP.

324 N South St
Mount Airy, NC 27030

EDWARD JONES

304 E INDEPENDENCE BLVD
MT AIRY, NC 27030

CETERA INVESTMENT ADVISERS LLC

190 Virginia St
Mount Airy, NC 27030

LPL FINANCIAL LLC

443 N MAIN ST
MOUNT AIRY, NC 27030

FORTRESS PRIVATE LEDGER, LLC

425 N Main Street
Mount Airy, NC 27030

EDWARD JONES

140 FRANKLIN STREET
MT AIRY, NC 27030

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

176 NORTH RENFRO STREET
MOUNT AIRY, NC 27030

CREDIT UNION INVESTMENT SERVICES

805 S Franklin Rd
Mount Airy, NC 27030

STATE FARM INVESTMENT MANAGEMENT CORP.

505 WEST STUART DRIVE
HILLSVILLE, VA 24343

11.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

7526 CARROLLTON PIKE
GALAX, VA 24333

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

29 Melrose Lane
Galax, VA 24333

12.7 miles away

EDWARD JONES

104 Cranberry Road Suite 100A
GALAX, VA 24333-2516

13.4 miles away

EDWARD JONES

124 W KAPP STREET SUITE C
DOBSON, NC 27017

14.4 miles away

CREDIT UNION INVESTMENT SERVICES

826 East Atkins St
Dobson, NC 27017

14.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

300 N MAIN ST
GALAX, VA 24333

14.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

115 N MONROE ST
GALAX, VA 24333-2821

14.8 miles away

Firms

TRUIST ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

FORTRESS PRIVATE LEDGER, LLC

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

CREDIT UNION INVESTMENT SERVICES

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

Ross Tanner Joyce

Randy Dale Joyce

MATTHEW WADE VOREH

Andi Draughn Schnuck

George Logan Draughn

JOHN BATTLE PHILIPS

Rachel Elisabeth Love

ANTHONY DANE SHINAULT

W. SKYLER HARRISON

ZACHARY STAN SMITH

JESSE CARL HUDSON

LARRY CRAIG BOWMAN

LARRY JUSTIN EDWARDS

LARRY EVERETT EDWARDS

Robert Donald Elijah Morgan

Samuel Hendrick Beasley

John Hampton Bryant

Douglas S Bryant

Audra Gillespie Cox

Scott Christian Assali

Paul James Bunke

JULIANA VIDA LOWE

Amber Boyd Creed

KODY RIAN MCDANIEL

JACQUELINE F VAUGHAN

EDWARD AMBROSE HANKS

Douglas Eugene Morgan

Joshua Kent Garrett

Within 25 miles of Cana, VA, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $3.65T in combined regulatory AUM across 497,751 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 Cana

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM