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Best financial advisors in Community, VA

Registered advisers within 25 miles of Community, VA.

Offices
1,656
Firms
705
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.90M
3,904,365 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

AMERICAN EXECUTIVE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
WESLING FINANCIAL PLANNING SERVICES CORP.
THE EDGAR LOMAX COMPANY
CORE FIDUCIARY ADVISORS
PROFOCUS INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
TESFAYE O'NEILL FINANCIAL
J.P. MORGAN SECURITIES LLC

Investors

Michael Patrick Casey
Carlos Velasco
STEPHEN DAKIN PATTISON
Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
MICHELLE CULPEPPER FENAOUI
Violet Son
TIMOTHY ROBERT WESLING
Taekyung Yoon
YONAS SHIFERAW DEMEKE
TRAVIS HUNTER CLARKE
STACEY LYNN STEIN
HAKIMA BENCHALH
JOHN ROBERT TAYLOR
JOSEPH MICHAEL BONACCORSY
GARRY PARRANT BISHOP
JOHN MARTIN BERNARDS
John Garstka
STEPHEN GEORGE HARVEY
MARY ALISON FIFE
Girum Tesfaye
JULIANA ROSE O'NEILL
MARGARET GUIDO

Within 25 miles of Community, VA, Best Investors lists 705 registered investment advisory firms with 1,656 offices nearby, managing about $21.3T in combined regulatory AUM across 3,904,365 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 Community

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM