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Best financial advisors in Fort Story, VA

Registered advisers within 25 miles of Fort Story, VA.

Offices
303
Firms
118
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,046,065 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AUSDAL FINANCIAL PARTNERS, INC.
FIRST ADVISORS NATIONAL, LLC
MML INVESTORS SERVICES, LLC
VANTAGE CONSULTING GROUP INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TONER ASSET MANAGEMENT GROUP, INC.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
COOK FINANCIAL DESIGNS, INC.
ECP MANAGEMENT III, LLC

Investors

ROBERT JAMES SCHUP
JOHN WYATT WILLIAMSON
Hoyte C Cole
Christopher Jensen Fletcher
Ryan Christopher Nyboer
JEFFREY STEPHEN GERACI
Michael Patrick Geraci
JOSEPH WILLIAM MAGGIORE
Tyler Campbell
Brian McCullough
CAMERON F MILLER
Lucas C Robertson
Graham Thomas Miller
KEVIN WINTHROP PAASCH
KEVIN R HILL
JOHN A DESSOUKI
MARK TERRENCE FINN
ELOISE CLYDE CHANDLER
RUTH BELL COLE
JONATHAN FREDERICK FINN
Sanjeev Sagar Mudumba
JAMES THOMAS WOLFE
DAVID PHILLIP SCHIPPERS
Nathaniel Navarro Kabaitan
TROY BRYON TONER
DALE THOMAS HEELY
WILLIAM JACOB JOHNS
KATHY ANN CLAY
TRICIA RENEE MOMYER
COLBY KIGHT MURPHY
NANCY MARIE HANSIN MITCHEL
MEGAN SOWERS
CLARKE MEREDITH PAYNE
COLIN DUCHARME
NIKLAS KARL OSKARSSON
DONALD JOSEPH EBNER
JAMIE LEANN KERR
Michael Thomas Brooks
EDWIN BRYAN HORNER
Jennifer K Cox
Katelyn M Philleo
Andrew Mackay
John Ashburn Gill
Jennifer Finn Duffy
Stephen Thomas Whitfield
MICHAEL JAY BORZA
WILLIAM TODD WEST
Sandra J. Peters
Joshua L. Haggerty
CHRISTOPHER LEE HOLLADAY
JAMES MORGAN EDWARDS
Sarah Peterson
SHANE M SCOTT
THOMAS BRIAN PENNELL
JASON STUART HOFFMAN
VICTOR ALAN PHILLEO
Robert Brian Gillenwater
Austin Lee Storck
GORDON HEYWORTH
Mari Poland Hurd
DANIEL STEPHEN COOK

Within 25 miles of Fort Story, VA, Best Investors lists 118 registered investment advisory firms with 303 offices nearby, managing about $13.2T in combined regulatory AUM across 3,046,065 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 Story

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM