Best financial advisors in Columbia, VA

Registered advisers within 25 miles of Columbia, VA.

Offices

25

Firms

17

Combined AUM

$5.82T

Firm-wide filings, not assets booked only here

Clients

1.40M

1,399,130 clients when Item 5C has a number

Avg / client

$4.16M

Combined AUM ÷ clients

Nearby offices

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

265 Turkeysag Trail Suite 114-B
PALMYRA, VA 22963

14.8 miles away

LPL FINANCIAL LLC

1422 ANDERSON HIGHWAY
CUMBERLAND, VA 23040

18.1 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1496 ANDERSON HWY 1ST FL
CUMBERLAND, VA 23040

18.5 miles away

LPL FINANCIAL LLC

3923 OLD BUCKINGHAM RD
POWHATAN, VA 23139

STATE FARM INVESTMENT MANAGEMENT CORP.

2190 Plainview Ctr
Powhatan, VA 23139

21.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2151 Richmond Rd Suite 103
Charlottesville, VA 22909

23.7 miles away

&PARTNERS

650 Peter Jefferson Pkwy, Suite 160
Charlottesville, VA 22911

24.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

650 PETER JEFFERSON PKWY
CHARLOTTESVILLE, VA 22911

24.3 miles away

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

650 PETER JEFFERSON PARKWAY SUITE 250
CHARLOTTESVILLE, VA 22911

24.3 miles away

CORNERSTONE PARTNERS

675 PETER JEFFERSON PARKWAY SUITE 400
CHARLOTTESVILLE, VA 22911

24.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

675 PETER JEFFERSON PKWY STE 220
CHARLOTTESVILLE, VA 22911-8618

24.4 miles away

CHARLES SCHWAB & CO., INC.

675 Peter Jefferson Pkwy Suite 480
Charlottesville, VA 22911-4656

24.4 miles away

SAPERE WEALTH MANAGEMENT, LLC

675 PETER JEFFERSON PARKWAY SUITE 145
CHARLOTTESVILLE, VA 22911

24.4 miles away

SAPERE WEALTH MANAGEMENT, LLC

675 PETER JEFFERSON PARKWAY SUITE 240
CHARLOTTESVILLE, VA 22911

24.4 miles away

SAPERE WEALTH MANAGEMENT, LLC

675 PETER JERFFERSON PARKWAY SUITE 145
CHARLOTTESVILLE, VA 22911

24.4 miles away

REDE WEALTH, LLC

600 PETER JEFFERSON PARKWAY SUITE 250
CHARLOTTESVILLE, VA 22911

24.5 miles away

KESTRA ADVISORY SERVICES, LLC

600 Peter Jefferson Parkway Suite 370
Charlottesville, VA 22911

24.5 miles away

KESTRA ADVISORY SERVICES, LLC

600 Peter Jefferson Parkway Suite 370
Charlottsville, VA 22911

24.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1658 STATE FARM BLVD
CHARLOTTESVILLE, VA 22911

24.8 miles away

PRIVATE ADVISOR GROUP, LLC

1415 Rolkin Ct, Suite 202
Charlottesville, VA 22911

24.9 miles away

Firms

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CORNERSTONE PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

SAPERE WEALTH MANAGEMENT, LLC

REDE WEALTH, LLC

KESTRA ADVISORY SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PRIVATE ADVISOR GROUP, LLC

Investors

MARY ELLEN TWIGG

DONNA LYNN WIGGINS

WILLIAM GARTH EDWARDS

RONALD GILBERT SMITH

JEFFREY LEE COCHRAN

GREGORY LAURICK BARTLESKI

JOHN RILEY SMITH

JONATHAN NATHANIEL CHASEN

PATRICK NICOLAUS CARROLL

NOAH CHAPMAN ELIAS

CRYSTAL GORMUS MARTIN

Nicholas Christian Palmer

SCOTT MICHAEL PATTERSON

CAROL FLOYD HAM

DANIEL BURKE SHEEHAN

THOMAS F FULLMAN

MARY E MEGGINSON

JOHN Laurence DOZIER

GARDNER L BLOEMERS

Stephanie Griffith Lyman

JENNIFER R PATTERSON

PAMELA COLE FRIEDMAN

THERESA PANNELL HAMMOCK

richard e monroe

Julija Prousalis

CHRISTOPHER THOMAS PAOLETTI

GREGORY MARK SWITZER

Richard Stanley Carroll

Todd Preston Saunders

GARNETT LEE RIDDLE

STEVEN JAMES ENGEL

MARYANNA LOUISE GILMER

Antoinette Lucas

ROBERT DAVID THOMPSON

JEFFREY HOWELL BURTON

KEVIN ASHTON WELLS

LOUISE COBB HOPKINS

STEPHEN JAMES MCNAUGHTON

MATTHEW H DAWSON

Thomas Elliott Jackson

BRITT EDWARD HOCKENBERRY

Julianne Parrish DeVarennes

MEGAN ELIZABETH SHIFFLETT

SUSAN JOHANNA ROGERS

Tracey Kirsteen Collins

Daniel Alexander Buckman

Jose Manuel Leon Garcia

Caroline Taylor Dominguez

Vincent Nicholas Arcuri

Within 25 miles of Columbia, VA, Best Investors lists 17 registered investment advisory firms with 25 offices nearby, managing about $5.82T in combined regulatory AUM across 1,399,130 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 Columbia

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM