Best financial advisors in Carson, VA

Registered advisers within 25 miles of Carson, VA.

Offices

29

Firms

18

Combined AUM

$5.35T

Firm-wide filings, not assets booked only here

Clients

1.10M

1,095,596 clients when Item 5C has a number

Avg / client

$4.88M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

13626 BOYDTON PLANK ROAD
DINWIDDIE, VA 23841

11.2 miles away

EAGLE STRATEGIES LLC

5720 COURTHOUSE ROAD
PRINCE GEORGE, VA 23875

15.1 miles away

HORNOR, TOWNSEND & KENT, LLC

110 C NORFOLK AVE
COLONIAL HEIGHTS, VA 23834

WELLS FARGO CLEARING SERVICES, LLC

320A CHARLES H DIMMOCK PKWY STE 1
COLONIAL HEIGHTS, VA 23834

PFS INVESTMENTS INC.

320C CHARLES H DIMMOCK PARKWAY STE-A
COLONIAL HEIGHTS, VA 23834

FIRST COMMAND ADVISORY SERVICES

320 B Charles H Dimmock Pkwy Suite 1
Colonial Heights, VA 23834

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

320A Charles Dimmock Parkway Suite 6
Colonial Heights, VA 23834

FIRST COMMAND ADVISORY SERVICES

320 B Charles Dimmock Pkwy Ste 1
Colonial Heights, VA 23834

FIRST COMMAND ADVISORY SERVICES

320 B CHARLES H DIMMOCK PWKY SUITE 1
COLONIAL HEIGHTS, VA 23834

TRUIST ADVISORY SERVICES, INC.

810 SOUTHPARK BLVD
COLONIAL HEIGHTS, VA 23834

16.1 miles away

BROWN EDWARDS WEALTH STRATEGIES

810 SOUTHPARK BOULEVARD SUITE 201
COLONIAL HEIGHTS, VA 23834

16.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1921 BOULEVARD
COLONIAL HEIGHTS, VA 23834

16.7 miles away

EDWARD JONES

201 TEMPLE AVE SUITE D
COLONIAL HEIGHTS, VA 23834

16.7 miles away

EDWARD JONES

4701 OWENS WAY SUITE 800
PRINCE GEORGE, VA 23875

16.9 miles away

OSAIC INSTITUTIONS, INC.

764 E Ellerslie Ave
Colonial Heights, VA 23834

17.2 miles away

EDWARD JONES

256 E ELLERSLIE AVENUE STE A
COLONIAL HEIGHTS, VA 23834

17.5 miles away

EDWARD JONES

3522 Boulevard Suite F
Colonial Heights, VA 23834-1304

LPL FINANCIAL LLC

309 NORTH 6TH AVENUE
HOPEWELL, VA 23860

20.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

15719 Chantry Drive
Chesterfield, VA 23838

EQUITABLE ADVISORS, LLC

631 COUNTY DRIVE P.O. BOX 129
WAKEFIELD, VA 23888

22.4 miles away

Firms

PFS INVESTMENTS INC.

EAGLE STRATEGIES LLC

HORNOR, TOWNSEND & KENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUIST ADVISORY SERVICES, INC.

BROWN EDWARDS WEALTH STRATEGIES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC INSTITUTIONS, INC.

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

EQUITABLE ADVISORS, LLC

Investors

JEANETTE COHN BISHOP

WARREN THOMAS POIRIER

Janssen Gray Breeden

David Henry Hays

JENNIFER MCCALL PARR

FORREST TANNER FOX

JOHN RICHARD UPTON

Mary Jenkins Sink

LINDA JANE GILLIKIN

James Michael Bade

TONI THORE LEE-ANDREWS

Harry Alfred Jaeger

Denis Emilia Porter

Jonah Richard Deist

EMILY HOLT DIBBLE

KELLI JANE VANCE

Randall Mansfield Wachman

James Gallagher

Micheal L Thomas

Elizabeth Kelly Joyner

John Mitchell Reid

Fletcher E Allen

MATTHEW HEATH MCDANIEL

Richard Allen Keller

Hunter Howard Haywood

Within 25 miles of Carson, VA, Best Investors lists 18 registered investment advisory firms with 29 offices nearby, managing about $5.35T in combined regulatory AUM across 1,095,596 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 Carson

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM