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Best financial advisors in Charles City, VA

Registered advisers within 25 miles of Charles City, VA.

Offices
161
Firms
63
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.36M
1,361,091 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

BALLARDSVILLE INVESTMENT ADVISORS
LPL FINANCIAL LLC
SEM WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC

Investors

WILLIAM JOSEPH HOPKE
ROBERT ELVIN WILSON
GARLAND MURPHY SCOTT
Edward Ralph Dudley
REBECCA MCCRAW RINGLEY
MATTHEW HEATH MCDANIEL
BRENT B BARTH
James Gallagher
Micheal L Thomas
WARREN THOMAS POIRIER
Jeremy Jones
Sahid Parsard
Andrew J Bliefernich
ASHWIN ANDREW SEETHARAM MARTIN
MARIO JAMES KOKOLIS
SHEILA SEBASTIAN POWERS
ESTRELLITA DUCELLA ZAMORA
TANYA ELIZABETH BATTLE
Lauren Thorpe Hunter
DOUGLAS LEE HARTZ
Franisha Loranne Mootz
Michael Ray Rapay
Jason Michael Blanchard
Samuel Blount Drewry
Brandon Boyd Call
JOHN PRESTON WALL
SHERRI LEIGH PETEFISH
DEVON MATTHEW KING
HEATHER BLACKSTON HALL
RICHARD A. HENRY
Jacob Clark
Timothy Robert Geiling
COLLEEN NICOLE STEPHENSON
ALISON BELL FOLEY
JAMES IAN MCCORMICK
Michael Connor Levenson
EVELYN PATRICIA ECKSTROM
DAVID CHARLES ANDERSON
WILLIAM RANDOLPH BOYD
SEAN JAMES ALLBURN
THOMAS JOHN PTACHICK
EMILY ELIZABETH FISCELLA
GEORGE WADE ASKEW

Within 25 miles of Charles City, VA, Best Investors lists 63 registered investment advisory firms with 161 offices nearby, managing about $10.5T in combined regulatory AUM across 1,361,091 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 Charles City

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM