Best financial advisors in Dayton, VA

Registered advisers within 25 miles of Dayton, VA.

Offices

75

Firms

31

Combined AUM

$6.37T

Firm-wide filings, not assets booked only here

Clients

606K

605,740 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

121 A NORTH MAIN STREET
BRIDGEWATER, VA 22812

10.7 miles away

EDWARD JONES

5 KILLDEER LN
DAYTON, VA 22821

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1741 Erickson Ave #B
Dayton, VA 22801

12.4 miles away

EDWARD JONES

1301 S HIGH ST SUITE 200
HARRISONBURG, VA 22801-1519

12.9 miles away

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Drive Suite 110
Harrisonburg, VA 22801

12.9 miles away

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Dr Suite 110
Harrisonburg, VA 22801

12.9 miles away

DAVENPORT & COMPANY LLC

21 Carpenter Lane Suite 101
Harrisonburg, VA 22801

CREATIVE FINANCIAL DESIGNS, INC.

31 Southgate Ct Suite 202
HARRISONBURG, VA 22801

13.3 miles away

OSAIC INSTITUTIONS, INC.

890 WEST MARKET ST.
HARRISONBURG, VA 22801

13.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

1795 S MAIN ST
HARRISONBURG, VA 22801

13.5 miles away

CETERA INVESTMENT ADVISERS LLC

841 Mt. Clinton Pike Suite A
Harrisonburg, VA 22802

13.8 miles away

CETERA INVESTMENT ADVISERS LLC

1675 VIRGINIA AVENUE SUITE C
HARRISONBURG, VA 22802

13.9 miles away

CETERA INVESTMENT ADVISERS LLC

205 A SOUTH LIBERTY STREET
HARRISONBURG, VA 22801

14.1 miles away

XYPN INVEST

25 North Liberty Street Suite 218
Harrisonburg, VA 22802

14.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

25 N Liberty St.
Harrisonburg, VA 22802

14.1 miles away

EDWARD JONES

139 N LIBERTY STREET SUITE 102
HARRISONBURG, VA 22802

14.1 miles away

PRIVATE ADVISOR GROUP, LLC

544 SOUTH MAIN STREET
HARRISONBURG, VA 22801

14.2 miles away

EDWARD JONES

41-C Court Square
HARRISONBURG, VA 22801

14.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

440 S. MAIN STREET
HARRISONBURG, VA 22801

14.2 miles away

TLG ADVISORS, INC.

57 S Main Street, Suite 501
Harrisonburg, VA 22801

14.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

ACORN FINANCIAL ADVISORY SERVICES, INC.

DAVENPORT & COMPANY LLC

CREATIVE FINANCIAL DESIGNS, INC.

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

PRIVATE ADVISOR GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TLG ADVISORS, INC.

Investors

Robert Craig Wheatley

Joshua Kent Defnall

Matthew D Armentrout

SHANNON LEE LOKEY

Morgan Brittany Eye

Donald Franklin Heishman

SHANNON DALE WARE

Mindy Kay Schwartz

RAYMOND EUGENE GAY

Sean Michael Philpott

BENJAMIN TODD GLENN

NEAL ALTON TARBOX

GREGORY JOHN CULL

MATTHEW PAUL BOLLINGER

BRIAN FREDERICK RHODES

Glen Emerson Kauffman

Debra Lynn Wachter

Steven Robert Brunk

Adam Detweiler Savanick

Malachi J Bontrager

Adam Lee Hatter

Kevin Michael Flint

Gannon David Irons

DANIEL OSCAR URIBE

JASON EDWARD MAY

Katherine M Bray

MARGOT ELIZABETH ALLMAN-SMITH

Within 25 miles of Dayton, VA, Best Investors lists 31 registered investment advisory firms with 75 offices nearby, managing about $6.37T in combined regulatory AUM across 605,740 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 Dayton

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM