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Best financial advisors in Crewe, VA

Registered advisers within 25 miles of Crewe, VA.

Offices
8
Firms
6
Combined AUM
$2.37T
Firm-wide filings, not assets booked only here
Clients
265K
265,444 clients when Item 5C has a number
Avg / client
$8.92M
Combined AUM ÷ clients

Nearby offices

Firms

TWIN RIVERS ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Investors

BENJAMIN DOUGLAS BRETZ
Mary Kathleen Hacker
Dennis Kerby Moore
Hannah Davis Ramsey
Kathleen H Redford
THOMAS IRVING HILL
CONSTANCE HOPE NEILSEN
BRETT VONCANNON WATSON
BRADLEY LAWRENCE WATSON
Jay Wesley Whited
DONNA LYNN WIGGINS
WILLIAM GARTH EDWARDS
MARY ELLEN TWIGG

Within 25 miles of Crewe, VA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.37T in combined regulatory AUM across 265,444 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 Crewe

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 6 TWIN RIVERS ADVISORS, LLC 2 advisers $17.3M AUM