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Best financial advisors in Castlewood, VA

Registered advisers within 25 miles of Castlewood, VA.

Offices
44
Firms
25
Combined AUM
$5.64T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,489,749 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CONCORD WEALTH PARTNERS
CONCORD ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
NAVION WEALTH ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
REALTA INVESTMENT ADVISORS, INC
PARKS INVESTMENT MANAGEMENT, LLC
AMERICAN VALUES INVESTMENTS, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ON INVESTMENT MANAGEMENT CO

Investors

GARLAND ANDREW HALL
ROBIN SLEMP DRUMMOND
LUCAS ALLEN McCRAW
J MICHAEL ALBANO
Brandon Christopher Kegley
RICHARD EDWARD KEGLEY
JAMES LESLIE HEATON
Billy James Gobble
Robert Sam Simis
Rita Marie Kiscaden
Tammy Lynn Sicilian
Tyler Daniel Caveness
JONATHAN WADE LOPEZ
DANIEL THOMAS THORNTON
ADAM ANTHONY WAITKEVICH
JONATHAN ROBERT WEATHERLY
MARISSA MCCLEARY KLAERS
JUSTIN WADE LOPEZ
BRYAN CODY ANDERSON
REBECCA MICHELLE BLEVINS
EDWARD JOSEPH ZYWIEN
Ricky Bray
DELLA MORLEY PRATHER
GREGORY SCOTT BOGGS
ROBERT L BLEVINS
JASON BRIAN STURGILL
JACOB NATHANIEL CUMBO
GEORGE THOMAS GILLEN
MICHAEL ANTHONY SPIEGLER
James Ronald Lawson
David William Mullins
Steven Bednar
WILLIAM RAY CAMPBELL
ANGIE ELIZABETH WATERS
JULIE ANNE EADES
THOMAS SAMUEL LISK
GEORGE KING PARKS
CARTER BUCK LECRAW
GRAYSON WADDLE
LANDRIE NEASE BAILEY
RODNEY JACKSON
Caleb Sample
KOLE CHRISTOPHER OWEN
James L Fuller
James W Fuller
PHILIP D MCFARLANE
Melissa Diane Clemens Williamson
KARL THOMAS SMITH
STEVEN A GIBSON

Within 25 miles of Castlewood, VA, Best Investors lists 25 registered investment advisory firms with 44 offices nearby, managing about $5.64T in combined regulatory AUM across 1,489,749 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 Castlewood

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM