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Best financial advisors in Foneswood, VA

Registered advisers within 25 miles of Foneswood, VA.

Offices
7
Firms
5
Combined AUM
$1.85T
Firm-wide filings, not assets booked only here
Clients
240K
240,127 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INTERACTIVE FINANCIAL ADVISORS
LPL FINANCIAL LLC
RETIREMENT MANAGEMENT SYSTEMS
PRINCIPAL SECURITIES, INC.

Investors

Catherine Wilkerson Snyder
WILLIAM MICHAEL MULLINS
WILLIAM BERNARD KING
JEROME MAURICE NEWBILL
Christie L Agamaite
JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
Christopher Reed Tripp
David McDonough

Within 25 miles of Foneswood, VA, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.85T in combined regulatory AUM across 240,127 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 Foneswood

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 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 4 RETIREMENT MANAGEMENT SYSTEMS 39 clients · 4 advisers $1.89B AUM 5 INTERACTIVE FINANCIAL ADVISORS 20 clients · 35 advisers $240M AUM