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Best financial advisors in Forest, VA

Registered advisers within 25 miles of Forest, VA.

Offices
93
Firms
50
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
479K
479,233 clients when Item 5C has a number
Avg / client
$20.1M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LYNCHBURG WEALTH MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
WOOD CREEK CAPITAL ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC
CHARMARLINE WEALTH MANAGEMENT
LPL ENTERPRISE, LLC

Investors

WILLIAM TIMOTHY BOURNE
JOHN NORMAN HALL
Benjamin Albert Abraham
PATRICK MCCRAY
TODD ALLAN MCCRAY
WILLIAM BOVEE KING
DOUGLAS EDWARD JONES
Brenton Wayne Helms
Stacy Rhea Steuart
DAVID ASHBY CHRISMAN
GEORGE VERNON CAYLOR
STEPHEN BRUCE COOPER
WESLEY SCOTT DAVIS
Robert Oliver Chapman
Amelia Jones Marin
DAVID THEODORE COOPER
LORI BARBER
DAVID CAMERON SCHAAP
JOSHUA MELVIN
CHRISTOPHER D. MCCOWN
Matthew Shawn Burkey
Brian Burkey
Donald Richard Wooldridge
ANDREW G BLANKS
BENJAMIN MICAJAH BERRY
GEOFFREY COLLAGAN SIRHAL
RANDALL K CALLOWAY
DEMOND LEE BOLDEN

Within 25 miles of Forest, VA, Best Investors lists 50 registered investment advisory firms with 93 offices nearby, managing about $9.65T in combined regulatory AUM across 479,233 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 Forest

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM