Best financial advisors in Clinchburg, VA

Registered advisers within 25 miles of Clinchburg, VA.

Offices

42

Firms

24

Combined AUM

$5.44T

Firm-wide filings, not assets booked only here

Clients

534K

533,925 clients when Item 5C has a number

Avg / client

$10.2M

Combined AUM ÷ clients

Nearby offices

OSAIC INSTITUTIONS, INC.

600 EAST MAIN STREET
ABINGDON, VA 24210

EQUITABLE ADVISORS, LLC

599 EAST MAIN STREET
ABINGDON, VA 24210

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

201 E MAIN STREET SUITE 100 [SATELLITE]
ABINGDON, VA 24210

HBC FINANCIAL GROUP, LLC

155 EAST VALLEY ST, NW
ABINGDON, VA 24210-2800

HBC FINANCIAL GROUP, LLC

155 Valley Street NW
ABINGDON, VA 24210-2800

CARY STREET PARTNERS

143 W Main Street
abingdon, VA 24210

DAVENPORT & COMPANY LLC

153 W. Main Street Suite 100
Abingdon, VA 24210

LPL FINANCIAL LLC

158 VALLEY ST NW STE 147
ABINGDON, VA 24210

WELLS FARGO CLEARING SERVICES, LLC

332 CUMMINGS ST
ABINGDON, VA 24210

EDWARD JONES

263 WEST MAIN STREET SUITE 3
ABINGDON, VA 24210

OSAIC INSTITUTIONS, INC.

350 W. Main Street
Abingdon, VA 24210

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

410 West Main St.
Abingdon, VA 24210

ON INVESTMENT MANAGEMENT CO

452 West Main Street
ABINGDON, VA 24210

EDWARD JONES

307 FALLS DR N W
Abingdon, VA 24210-8093

OSAIC INSTITUTIONS, INC.

667 W. Main St.
Abingdon, VA 24212

PFS INVESTMENTS INC.

851 FRENCH MOORE JR BLVD SUITE 178
ABINGDON, VA 24210

CONCORD WEALTH PARTNERS

955 WEST MAIN STREET
ABINGDON, VA 24210-2427

CONCORD ASSET MANAGEMENT, LLC

955 WEST MAIN STREET
ABINGDON, VA 24210

NAVION WEALTH ADVISORS, LLC

1096 OLE BERRY DR.,
ABINGDON, VA 24210

10.2 miles away

EDWARD JONES

260 LINDEN SQUARE DRIVE SUITE 2
BRISTOL, VA 24202

18.5 miles away

Firms

OSAIC INSTITUTIONS, INC.

EQUITABLE ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HBC FINANCIAL GROUP, LLC

CARY STREET PARTNERS

DAVENPORT & COMPANY LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ON INVESTMENT MANAGEMENT CO

PFS INVESTMENTS INC.

CONCORD WEALTH PARTNERS

CONCORD ASSET MANAGEMENT, LLC

NAVION WEALTH ADVISORS, LLC

Investors

JOSHUA RAY ADKINS

David Nelson Bell

BRUCE EDWARD HATCH

Jared Brett Surber

MICHAEL HOWARD BOYD

Christopher Bryan Lawson

MICHAEL FINN MCCOOL

SHEILA L PENLEY

GINA LESTER ROWE

ROBERT CHRISTOPHER WALTERS

Kyle Garrett King

Evan Louis Blanton

John Wesley Roberts

Benjamin Simon Hall

KEVIN ERIC BAKER

JORDON LENA NICOLE RIGGS

JOSHUA DAVID BOURNE

Robert Mark Hollo

Bradley Simmons

JOE EDWIN WATERS

ROBERT LYNN ASHLEY

STEVEN A GIBSON

ANGIE ELIZABETH WATERS

JULIE ANNE EADES

LANDRIE NEASE BAILEY

KOLE CHRISTOPHER OWEN

Tyler Daniel Caveness

JONATHAN WADE LOPEZ

DANIEL THOMAS THORNTON

ADAM ANTHONY WAITKEVICH

JONATHAN ROBERT WEATHERLY

MARISSA MCCLEARY KLAERS

JUSTIN WADE LOPEZ

BRYAN CODY ANDERSON

REBECCA MICHELLE BLEVINS

EDWARD JOSEPH ZYWIEN

MICHAEL ANTHONY SPIEGLER

Rita Marie Kiscaden

Tammy Lynn Sicilian

Within 25 miles of Clinchburg, VA, Best Investors lists 24 registered investment advisory firms with 42 offices nearby, managing about $5.44T in combined regulatory AUM across 533,925 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 Clinchburg

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM