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Best financial advisors in Courtland, VA

Registered advisers within 25 miles of Courtland, VA.

Offices
10
Firms
9
Combined AUM
$3.12T
Firm-wide filings, not assets booked only here
Clients
526K
526,042 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVENPORT & COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
CREDIT UNION INVESTMENT SERVICES

Investors

JASON LYNN REBBE
LEAH-BETH THOMAS WILLIAMS
JAMES RILEY MCCULLEY
ANDREW JAMES MCCULLEY
William W Councill
MEGHAN MARIE COUNCILL
ELAINE MARGARET FENTERS
Kyle Harrison Black
Hunter Howard Haywood
JAMES RUSSELL STEPHENSON
Sara Johnson Crowder
Melissa Anne Howell

Within 25 miles of Courtland, VA, Best Investors lists 9 registered investment advisory firms with 10 offices nearby, managing about $3.12T in combined regulatory AUM across 526,042 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 Courtland

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM