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Best financial advisors in Colonial Heights, VA

Registered advisers within 25 miles of Colonial Heights, VA.

Offices
376
Firms
173
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
1.81M
1,809,161 clients when Item 5C has a number
Avg / client
$7.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
BROWN EDWARDS WEALTH STRATEGIES
HORNOR, TOWNSEND & KENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIRST COMMAND ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

Fletcher E Allen
Elizabeth Kelly Joyner
John Mitchell Reid
AMY C GRIEVES
Randall Mansfield Wachman
John C Lynch
EMILY HOLT DIBBLE
KELLI JANE VANCE
Janssen Gray Breeden
David Henry Hays
JENNIFER MCCALL PARR
FORREST TANNER FOX
JOHN RICHARD UPTON
Mary Jenkins Sink
LINDA JANE GILLIKIN
James Michael Bade
TONI THORE LEE-ANDREWS
Harry Alfred Jaeger
Denis Emilia Porter
Jonah Richard Deist
Francis Sam
ROBERT BOOKER STEELE
James Charles Smith
RF BURKE STEELE
R.F. BURKE STEELE
Kevin Glenn Foster
ELIZABETH ADDEN PARSONS
JAMES THOMAS POWELL
CHRISTOPHER DENNIS
ZACHARY ALAN BLAISDELL
VERNON Hughes STOCKTON
Anne Meade Meadows
Tenley Corday Davenport Dixon
Leonard Irvin McAdams
Stephen Vail Smith

Within 25 miles of Colonial Heights, VA, Best Investors lists 173 registered investment advisory firms with 376 offices nearby, managing about $13.9T in combined regulatory AUM across 1,809,161 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 Colonial Heights

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