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Best financial advisors in Charlottsville, VA

Registered advisers within 25 miles of Charlottsville, VA.

Offices
3
Firms
3
Combined AUM
$347B
Firm-wide filings, not assets booked only here
Clients
30.4K
30,411 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

CARY STREET PARTNERS
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Mauree Barrett
William Robert Nordt
CHENCHEN YIN

Within 25 miles of Charlottsville, VA, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $347B in combined regulatory AUM across 30,411 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 Charlottsville

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

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 3 CARY STREET PARTNERS 124 advisers $10.3B AUM