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Best financial advisors in Disputanta, VA

Registered advisers within 25 miles of Disputanta, VA.

Offices
38
Firms
20
Combined AUM
$5.33T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,056,985 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIRST COMMAND ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
BROWN EDWARDS WEALTH STRATEGIES
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Investors

WARREN THOMAS POIRIER
James Gallagher
Micheal L Thomas
JENNIFER MCCALL PARR
FORREST TANNER FOX
JOHN RICHARD UPTON
Mary Jenkins Sink
LINDA JANE GILLIKIN
James Michael Bade
TONI THORE LEE-ANDREWS
Harry Alfred Jaeger
Denis Emilia Porter
Jonah Richard Deist
EMILY HOLT DIBBLE
KELLI JANE VANCE
MATTHEW HEATH MCDANIEL
Janssen Gray Breeden
David Henry Hays
AMY C GRIEVES
Randall Mansfield Wachman
John C Lynch
Elizabeth Kelly Joyner
John Mitchell Reid
Fletcher E Allen
Hunter Howard Haywood
Francis Sam
ROBERT BOOKER STEELE
James Charles Smith
RF BURKE STEELE
R.F. BURKE STEELE

Within 25 miles of Disputanta, VA, Best Investors lists 20 registered investment advisory firms with 38 offices nearby, managing about $5.33T in combined regulatory AUM across 1,056,985 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 Disputanta

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM