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Best financial advisors in Exmore, VA

Registered advisers within 25 miles of Exmore, VA.

Offices
8
Firms
6
Combined AUM
$1.93T
Firm-wide filings, not assets booked only here
Clients
240K
239,501 clients when Item 5C has a number
Avg / client
$8.05M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL SOLUTIONS
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

JOHN WHITBY FIEGE
GLEN ADAIR TYLER
JEREMY CHRISTOPHER MEYER
BRIAN DAVID EAST
MARY E MCKENNA
CATHLEEN PATRICE MCCLOY
Willie C. Randall
William Xavier Randall
Wendy Lynn Marshall
CHRISTOPHER MICHAEL HEILMAN

Within 25 miles of Exmore, VA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $1.93T in combined regulatory AUM across 239,501 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 Exmore

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 4 OPPENHEIMER & CO. INC. 1,191 advisers $36.7B AUM 5 KESTRA PRIVATE WEALTH SERVICES, LLC 109 clients · 218 advisers $13.5B AUM 6 FINANCIAL SOLUTIONS 8 clients · 1 advisers $64.7M AUM