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Best financial advisors in Doswell, VA

Registered advisers within 25 miles of Doswell, VA.

Offices
426
Firms
205
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,248 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HUB INVESTMENT PARTNERS, LLC
MML INVESTORS SERVICES, LLC
TRIAD WEALTH PARTNERS, LLC
STRATHMORE CAPITAL ADVISORS

Investors

Jonathan R Baulsir
BLAKE ARMSTEAD LEWIS
Andrea Culver Brown
Daniel Edward DiCandilo
Thomas N Troie
RONALD LEWIS POINDEXTER
MARY ASHBY
Ashley S Williams
Nathaniel Casey Billups
Melanie Roberts
JODY DAVID BRUCE
Elizabeth Windsor Thompson
ANDREW B JOYNER
TIMOTHY JAMES THOMPSON
Kenneth Edward Moorefield
MATTHEW JAMES BRANDT
MICHAEL WILLIAM LAWSTON
ROBERT RIZZIERI CASASNOVAS
COREY TREMAIN CREECH
DEBRA D BRUCE
JOSHUA SCOTT FISHER
JAMES A KMETZ
MARCUS C RATHER
ISAAC MARCUS LUCIER
Kevin Harrison Kelly
JOANNE WHITE
EMMETT MICHAEL CORBOY
SHARRON CRUTCHFIELD ROSS
TRAVIS PAULL
ANGELICA D SNYDER
DAMON ROBERT PAULL
RICHARD DAVID ALEXANDER
MELVIN MITCHELL
CHAD RONALD LEHR
THOMAS GILBERT SIEBERS
David Ming Jeremiah
PAUL BERNARD HUNT
STEVEN MICHAEL FENNER
CYNTHIA DIANE HOWELL
ANTONIO TREMAINE KITT
DANIELLE RYAN DYKES
TIMOTHY DAVID HUMMEL
Erin Alkire Lambert
MICHAEL GEORGE CAMIZZI
TIMOTHY DAVIS SILVER
Bradley Tyler Schardein
EDWARD MICHAEL WARE
Coleman Jacob Fox
STEVEN ANDREW COOPER
ROY JORDAN SMITH
Leon Jiang
Eli Michael Gary
DEAN ARNOLD HARDY
Philip Conjerti
BRIAN Harrison PULSIFER
Tate Daniel Chatham
JAMES IMBODEN FINNEY
THOMAS DAVID OGRADY
MARK A MACINNIS
MICHAEL ROBERT THOMPSON
IVAN Obra MATTOX
BRADLEY WARD GRAMM
NATHAN ALLEN LASH
JAMES T SNELL
Artis Garrett
Ryan Buckley Goss
JAMESON DANCE BUNGER
NOAH ROBERT FLETCHER
Benjamin Haynes
Tony Kunal Gomer
JOHN DIMITRIOS DRAGONAS
HOWARD DISAVINO
WILLIAM J. LACY
JAMES EDWARD SCHREIBER
LOUIS BELINKIE
JEAN ALLEN DARCY
DOUGLAS BRIAN PULSIFER
Marc-Anthony Richardson
COURTNEY ALLISON COOMBS
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
JOHN SICAT
MICHAEL FRANCIS IRWIN
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS

Within 25 miles of Doswell, VA, Best Investors lists 205 registered investment advisory firms with 426 offices nearby, managing about $15.1T in combined regulatory AUM across 3,021,248 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 Doswell

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM