Best financial advisors in Crimora, VA

Registered advisers within 25 miles of Crimora, VA.

Offices

223

Firms

99

Combined AUM

$9.78T

Firm-wide filings, not assets booked only here

Clients

2.47M

2,471,599 clients when Item 5C has a number

Avg / client

$3.96M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

4581 STUARTS DRAFT HWY
WAYNESBORO, VA 22980

HUNTER LEWIS LLC

4503 MOUNT AIR FARM
CROZET, VA 22932

10.2 miles away

OAKLEIGH WEALTH SERVICES

5793 THE SQUARE SUITE 9
CROZET, VA 22932

10.4 miles away

EDWARD JONES

16 IVY RIDGE LN SUITE 126
FISHERSVILLE, VA 22939-2354

10.5 miles away

CETERA INVESTMENT ADVISERS LLC

1005 HEATHERCROFT CIRCLE, SUITE 400
CROZET, VA 22932

10.5 miles away

EDWARD JONES

1209 RICHMOND AVE STE 105
STAUNTON, VA 24401

11.1 miles away

LPL FINANCIAL LLC

105 COMMUNITY WAY
STAUNTON, VA 24401-4970

11.4 miles away

EDWARD JONES

102 MacTanly Place Suite C
STAUNTON, VA 24401

11.6 miles away

TRUIST ADVISORY SERVICES, INC.

550 RADFORD LN
CHARLOTTESVILLE, VA 22903

11.9 miles away

SOUND INCOME STRATEGIES, LLC

512 N. Coalter Street
Staunton, VA 24401

AMERIPRISE FINANCIAL SERVICES, LLC

125 S AUGUSTA ST STE 3100
STAUNTON, VA 24401-4386

12.6 miles away

EDWARD JONES

301 NORTH AUGUSTA STREET
STAUNTON, VA 24401

12.6 miles away

NEWEDGE ADVISORS

5 Middlebrook Ave
Staunton, VA 24401

12.6 miles away

EDWARD JONES

3278 STUARTS DRAFT HWY STE 3
WAYNESBORO, VA 22980

12.6 miles away

EDWARD JONES

205 N Central Ave
STAUNTON, VA 24401

12.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St. Ste. 100
Staunton, VA 24401

12.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St., Ste. 100
Staunton, VA 24401

12.7 miles away

DAVENPORT & COMPANY LLC

202 S LEWIS STREET SUITE 201
Staunton, VA 24401

12.7 miles away

EDWARD JONES

425 LEE JACKSON HWY SUITE B
STAUNTON, VA 24401

STATE FARM INVESTMENT MANAGEMENT CORP.

902 Churchville Ave
Staunton, VA 24401

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

HUNTER LEWIS LLC

OAKLEIGH WEALTH SERVICES

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

SOUND INCOME STRATEGIES, LLC

NEWEDGE ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

DAVENPORT & COMPANY LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL LANDON MOLES

Isaac Leroy Wentz

STEPHANIE BOSSERMAN

Jeffrey Raymond Furman

Joseph Alexander Shenk

John Milton Childress

BENJAMIN REESE IRICK

Kenya Eve Balser

Michael Alexander Swinson

SETH EDWARD PRICE

PATRICK CARROLL PEASON

KATHERINE ESTELLE CROW

Jennifer Hanna Williams

Edward Hardy Dawkins

Lily Sky Dawkins

Seth Ashby Liskey

Ashley Martin Ferguson

Thomas Fields Soyars

Leah Ashley Pugh

LYNN P SISSON DEBORD

William Rader Dod

DONALD RAY BENNER

ELIZABETH KIMBERLY NYE

JACQUELINE SHIPPLETT AVERY

Sarah Ritchie Fowler

William Frederick Sowers

MARY BROOKE PRITT

HENRY ROLLER SHIPPLETT

ALICIA LYNN MCANNEY

Matthew R Barnes

TONYA SUE SIVINSKI

Within 25 miles of Crimora, VA, Best Investors lists 99 registered investment advisory firms with 223 offices nearby, managing about $9.78T in combined regulatory AUM across 2,471,599 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 Crimora

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM