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Best financial advisors in East Lexington, VA

Registered advisers within 25 miles of East Lexington, VA.

Offices
10
Firms
6
Combined AUM
$4.54T
Firm-wide filings, not assets booked only here
Clients
437K
436,817 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

MICHAEL RICHARD MEADS
ERNEST EDWARD KENNEDY
MICHELLE LYNNETTE LONG
WILLIAM JEACEB SORRELS
Danny Charles Vance
Samuel Roy Stockstill
Jennifer Hanna Williams
Bridgett Renee Womack Beasley
David Jerit Hansen
FONDA MOORE COFFEY
CATHERINE SHANER CARLOCK
George S Daugharty
Daniel L Dickman
PAMELA SHIELDS COLE

Within 25 miles of East Lexington, VA, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $4.54T in combined regulatory AUM across 436,817 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 East Lexington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM