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Best financial advisors in Charlottesville, VA

Registered advisers within 25 miles of Charlottesville, VA.

Offices
209
Firms
121
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,485,987 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

NEWEDGE ADVISORS
MAROTTA WEALTH MANAGEMENT, INC.
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
EDWARD JONES
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CETERA INVESTMENT ADVISERS LLC
A. N. CULBERTSON & COMPANY, INC.
QUINN OPPORTUNITY PARTNERS
FACTOR CAPITAL MANAGEMENT LLC
ARROWROOT FAMILY OFFICE, LLC
CHAKRABORTY CAPITAL LLC
ARIA WEALTH PARTNERS
FARTHER
VIRGINIA INVESTMENT ADVISORY, INC.
IRON PATH CAPITAL, L.P.
LPL FINANCIAL LLC
CHASE INVESTMENT COUNSEL CORPORATION
EMERGENT FINANCIAL SERVICES, LLC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

BRADLEY JAY J BLUM
DAVID JOHN MAROTTA
Courtney Fraser Regan
Elizabeth Louise Brew
Alexandra Elizabeth Goldston
Jacob Lee Massanopoli
Greg Taylor Vairo
Megan Marotta Russell
Elizabeth Friday Horbaly
Timothy James Landicho
James Michael Brynmor
Patricia Gail South
Joan Muller Carlson
ERIC OAKS KALLEN
PHILLIP GEORGE YESBECK
ORMAN Lanier KIMBROUGH
GEORGE LATHAM PAYNE
MATTHEW BORLAND
Thomas Matthew Contiliano
GEORGE HOWELL KIDDER
ALAN NEIL CULBERTSON
ROGER RUSSELL FULTON
ALLISON SIMS LINNEY
MARK RYAN MCCARRON
PAULA CHRISTINE GUNTER
CAITLIN SOMERSET BORLAND
DAVID HARVEY GRAHAM
WALTER FRANKLIN MEGONIGAL
STEPHEN ROBERT PURDY
CURTIS LEE THORNTON
JAKE ALEXANDER MCLEAN
SPENCER JONES GARRETT
PETER WILLIAM TUZ
DERWOOD SUMNER CHASE
ROBERT C KLINTWORTH
FRED AUSTIN NEWSOM
Michael Xavier Urpi
XAVIER JOSE URPI
ALEXANDER XAVIER URPI
JOHN MARTIN COURIC

Within 25 miles of Charlottesville, VA, Best Investors lists 121 registered investment advisory firms with 209 offices nearby, managing about $12.3T in combined regulatory AUM across 2,485,987 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 Charlottesville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM