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Best financial advisors in Charlotte Court House, VA

Registered advisers within 25 miles of Charlotte Court House, VA.

Offices
9
Firms
6
Combined AUM
$1.99T
Firm-wide filings, not assets booked only here
Clients
58.3K
58,281 clients when Item 5C has a number
Avg / client
$34.1M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Robert E. Laine
Mary Kathleen Hacker
THOMAS IRVING HILL
CONSTANCE HOPE NEILSEN
BRETT VONCANNON WATSON
BRADLEY LAWRENCE WATSON
Jay Wesley Whited
Dennis Kerby Moore
Hannah Davis Ramsey
Kathleen H Redford
Thomas Richard Detrick
ALLISON L MARTIN
JOEY VINCENT EADES

Within 25 miles of Charlotte Court House, VA, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $1.99T in combined regulatory AUM across 58,281 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 Charlotte Court House

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PLANMEMBER SECURITIES CORPORATION 125 clients · 453 advisers $10.1B AUM