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Best financial advisors in Capeville, VA

Registered advisers within 25 miles of Capeville, VA.

Offices
43
Firms
25
Combined AUM
$5.04T
Firm-wide filings, not assets booked only here
Clients
329K
328,615 clients when Item 5C has a number
Avg / client
$15.3M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
AUSDAL FINANCIAL PARTNERS, INC.
FIRST ADVISORS NATIONAL, LLC
VANTAGE CONSULTING GROUP INC
TONER ASSET MANAGEMENT GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CATHLEEN PATRICE MCCLOY
ROBERT JAMES SCHUP
Hoyte C Cole
Christopher Jensen Fletcher
Ryan Christopher Nyboer
JOHN WYATT WILLIAMSON
JEFFREY STEPHEN GERACI
Michael Patrick Geraci
JOSEPH WILLIAM MAGGIORE
Jennifer Marie Duncan
John Stephen Rhoades
Tyler Campbell
JOHN A DESSOUKI
MARK TERRENCE FINN
ELOISE CLYDE CHANDLER
RUTH BELL COLE
JONATHAN FREDERICK FINN
Sanjeev Sagar Mudumba
JAMES THOMAS WOLFE
DAVID PHILLIP SCHIPPERS
TROY BRYON TONER
Michael Thomas Brooks
EDWIN BRYAN HORNER
Jennifer K Cox
Katelyn M Philleo
Andrew Mackay
John Ashburn Gill
Jennifer Finn Duffy
Stephen Thomas Whitfield
MICHAEL JAY BORZA
WILLIAM TODD WEST
Sandra J. Peters
Joshua L. Haggerty
CHRISTOPHER LEE HOLLADAY
JAMES MORGAN EDWARDS
Sarah Peterson
SHANE M SCOTT
THOMAS BRIAN PENNELL
JASON STUART HOFFMAN
VICTOR ALAN PHILLEO
Robert Brian Gillenwater
Austin Lee Storck
GORDON HEYWORTH
Mari Poland Hurd
Brooke Elyse Walthall
DALE THOMAS HEELY
WILLIAM JACOB JOHNS
KATHY ANN CLAY
TRICIA RENEE MOMYER
COLBY KIGHT MURPHY
NANCY MARIE HANSIN MITCHEL
MEGAN SOWERS
CLARKE MEREDITH PAYNE
COLIN DUCHARME
NIKLAS KARL OSKARSSON
DONALD JOSEPH EBNER
JAMIE LEANN KERR
TAYLOR GRANT ETHRIDGE

Within 25 miles of Capeville, VA, Best Investors lists 25 registered investment advisory firms with 43 offices nearby, managing about $5.04T in combined regulatory AUM across 328,615 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 Capeville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM