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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

EDGEWATER ASSET MANAGEMENT
COOK FINANCIAL DESIGNS, INC.
ECP MANAGEMENT III, LLC
ECP MANAGEMENT, LLC
ECP MANAGEMENT II LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
PEACELINK FINANCIAL PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHIX CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CARY STREET PARTNERS
TRUIST ADVISORY SERVICES, INC.

Investors

STEVEN EUGENE WINTER
LYNNE MYERS MALLORY
DANIEL STEPHEN COOK
ANDREW L COLLINS
Andrew C Kasiski
Kevin Robert Cunningham
GORDON EDWARD PARKER
Brian McCullough
CAMERON F MILLER
Lucas C Robertson
Graham Thomas Miller
KEVIN WINTHROP PAASCH
KEVIN R HILL
LELAND MARSHALL GROSS
CODY Wayne HAWKINS
Nathaniel Navarro Kabaitan
JAMES ROBERT CLARK
John Hamilton Rathbone
MATTHEW BENJAMIN CALLAN
James Morton
IAN A HOLDER
Susanna Adams Dellinger
GARY LEE ZAUGG
FRANK JAMES MCDONNELL
Ted Mason Tignor
LAWRENCE SCOTT MCDONNELL
GEORGE HOLLAND WHITMORE
ROSS EVAN LEGUM
Kelly Thumel Frohsin
JORDAN MATTHEW RAMIREZ
Nirali Raval Trovato
ARCH MCDOWELL BROWN
ANNA GRAVELY LEGRANDE
KHARAH BRIDGETT JAMES
LISA MARIE BORIS

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