Best Investors Account Sign in

Best financial advisors in Fort Valley, VA

Registered advisers within 25 miles of Fort Valley, VA.

Offices
42
Firms
17
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
522K
521,979 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LEGACY FINANCIAL
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Lora Cooper Loving
Taylor Ryan LaFever
Lacey Barnett Snarr
Ann Marie Stalbird
CALAN ADELLE JANSEN
Tracy Pamela Miller
Brandon U Davis
Justin Robert Baker
AARON PHILIP MORMANN
CHESTER BRADLEY HOLSINGER
Jerry Allen Biller
STARR ROBINSON JOHNSON
JOHN RODNEY JOHNSON
Crystal Gail Foltz Hollar
Stuart F Freakley
RYAN C PAINTER
Anthony Craft
Charles W Nagelvoort
Lloyd Charles Knight
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Adrianne M Smith
RALEIGH EDWARD KRAFT
Evan T Courtney
Bret Waterman Hrbek

Within 25 miles of Fort Valley, VA, Best Investors lists 17 registered investment advisory firms with 42 offices nearby, managing about $3.44T in combined regulatory AUM across 521,979 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 Valley

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM