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Best financial advisors in Clifton Forge, VA

Registered advisers within 25 miles of Clifton Forge, VA.

Offices
15
Firms
9
Combined AUM
$4.54T
Firm-wide filings, not assets booked only here
Clients
437K
436,817 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

CLOCKWORK INVESTMENTS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTEZZA WEALTH ADVISORS, LLC
COMPASS CAPITAL INVESTMENTS LLC

Investors

Skye Louis Stevens
John Dudley Wilson
MICHAEL RICHARD MEADS
ERNEST EDWARD KENNEDY
MICHELLE LYNNETTE LONG
WILLIAM JEACEB SORRELS
Danny Charles Vance
Samuel Roy Stockstill
Jennifer Hanna Williams
Bridgett Renee Womack Beasley
David Jerit Hansen
CATHERINE SHANER CARLOCK
FONDA MOORE COFFEY
George S Daugharty
Daniel L Dickman
PAMELA SHIELDS COLE
Candace J Dowell
ANDREW GENTILUOMO
VIRGINIA ALLEN BARKETT
Brian Jacob Taylor
Erin Moseley

Within 25 miles of Clifton Forge, VA, Best Investors lists 9 registered investment advisory firms with 15 offices nearby, managing about $4.54T in combined regulatory AUM across 436,817 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 Clifton Forge

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

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 COMPASS CAPITAL INVESTMENTS LLC 3 advisers $14.6M AUM