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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

LPL FINANCIAL LLC
MAKENA CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KULEANA CAPITAL MANAGEMENT LLC
UNITED BROKERAGE SERVICES, INC
TRUIST ADVISORY SERVICES, INC.
BROADPARK ADVISORS, LLC
KAMKE INVESTMENT STRATEGIES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC

Investors

DEREK ADRIAN SHIFFLETT
YVONNE WOOD HARMON
LONI JASON CONLEY
MATTHEW EDWIN WICKLINE
Robert Christopher Bowen
TIMOTHY BLAIR MORRIS
CHRISTOPHER MARTIN BOWEN
Joseph Lawrence Bowen
LAWRENCE EDWARD KOCHARD
CAMERON JAY FORREY
TIMOTHY JAMES SCHENK
Nicholas DiGiorgio
THEODORE N BARGER
EVAN W STERLING
MANOJ KUMAR LAL
Ryan Daniel Daley
Paul Tyler Kamke
PAUL BURTON KAMKE
RICHARD GERHARD KEFFERT
GLENN HENRY CATALANO
STEVEN MOULTRIE BALL
Jacob River Conley
JOSEPH RAYMOND FEOLA
KRISTEN STAIGER HARDY
EDWIN LEE YOWELL
Holly Elizabeth Tomski
LAURA ANN PITTMAN
MICHAEL SCOTT HANCOCK
TIMOTHY JAMES MCCLURG
James Maxwell Masloff
JULIA JEAN REICHARD
JOHN CHARLES DEAN
BRYAN DAVID STRICKLAND
Dustin Ciraco
Peter Mindnich
John Henry Flick
SCOTT A VALENTINE

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