Best financial advisors in Fort Defiance, VA

Registered advisers within 25 miles of Fort Defiance, VA.

Offices

109

Firms

41

Combined AUM

$6.55T

Firm-wide filings, not assets booked only here

Clients

607K

606,507 clients when Item 5C has a number

Avg / client

$10.8M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

102 DUNSMORE ROAD
VERONA, VA 24482

STATE FARM INVESTMENT MANAGEMENT CORP.

255 Lee Hwy
Verona, VA 24482

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

129 FAIRWAY LANE SUITE 101
STAUNTON, VA 24401

EDWARD JONES

102 MacTanly Place Suite C
STAUNTON, VA 24401

SOUND INCOME STRATEGIES, LLC

512 N. Coalter Street
Staunton, VA 24401

EDWARD JONES

1209 RICHMOND AVE STE 105
STAUNTON, VA 24401

LPL FINANCIAL LLC

105 COMMUNITY WAY
STAUNTON, VA 24401-4970

CORNERSTONE WEALTH MANAGEMENT, LLC

16 Gosnell Crossing Suite 103
Staunton, VA 24401

LPL FINANCIAL LLC

1904 JEFFERSON HWY
FISHERSVILLE, VA 22939-2239

EDWARD JONES

301 NORTH AUGUSTA STREET
STAUNTON, VA 24401

EDWARD JONES

205 N Central Ave
STAUNTON, VA 24401

STATE FARM INVESTMENT MANAGEMENT CORP.

902 Churchville Ave
Staunton, VA 24401

AMERIPRISE FINANCIAL SERVICES, LLC

125 S AUGUSTA ST STE 3100
STAUNTON, VA 24401-4386

DAVENPORT & COMPANY LLC

202 S LEWIS STREET SUITE 201
Staunton, VA 24401

NEWEDGE ADVISORS

5 Middlebrook Ave
Staunton, VA 24401

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St. Ste. 100
Staunton, VA 24401

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St., Ste. 100
Staunton, VA 24401

EDWARD JONES

2448 JEFFERSON HIGHWAY
WAYNESBORO, VA 22980-4510

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2014 Goose Creek Rd Suite 108
Waynesboro, VA 22980

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

SOUND INCOME STRATEGIES, LLC

LPL FINANCIAL LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

DAVENPORT & COMPANY LLC

NEWEDGE ADVISORS

Investors

James Graham Tate

Justin Tyler Rexrode

William Ryan Ostrander

GARLAND RAY DAVIS

ARIEL LYNN HARPER

Kenya Eve Balser

Michael Alexander Swinson

PATRICK CARROLL PEASON

John Milton Childress

BENJAMIN REESE IRICK

TAYSHA COLVIN PATTERSON

Philip Jefferson Arey

Edward Hardy Dawkins

Lily Sky Dawkins

Leah Ashley Pugh

TONYA SUE SIVINSKI

KATHERINE ESTELLE CROW

Jennifer Hanna Williams

DONALD RAY BENNER

ELIZABETH KIMBERLY NYE

JACQUELINE SHIPPLETT AVERY

Sarah Ritchie Fowler

William Frederick Sowers

MARY BROOKE PRITT

HENRY ROLLER SHIPPLETT

ALICIA LYNN MCANNEY

Seth Ashby Liskey

Ashley Martin Ferguson

LYNN P SISSON DEBORD

William Rader Dod

Aaron Patrick Schlappi

ANDREW PAGE LILLY

Within 25 miles of Fort Defiance, VA, Best Investors lists 41 registered investment advisory firms with 109 offices nearby, managing about $6.55T in combined regulatory AUM across 606,507 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 Fort Defiance

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 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM