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Best financial advisors in Church View, VA

Registered advisers within 25 miles of Church View, VA.

Offices
26
Firms
16
Combined AUM
$3.37T
Firm-wide filings, not assets booked only here
Clients
658K
658,106 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
DESTINY MONEY MANAGEMENT

Investors

Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
Brandon Boyd Call
Jason Michael Blanchard
Samuel Blount Drewry
Christopher Reed Tripp
Franisha Loranne Mootz
Michael Ray Rapay
Kylisa Denise Harris

Within 25 miles of Church View, VA, Best Investors lists 16 registered investment advisory firms with 26 offices nearby, managing about $3.37T in combined regulatory AUM across 658,106 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 Church View

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM