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Best financial advisors in Franklin, VA

Registered advisers within 25 miles of Franklin, VA.

Offices
16
Firms
12
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
527K
526,551 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
CREDIT UNION INVESTMENT SERVICES
RIVER CRESCENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
EQUITABLE ADVISORS, LLC

Investors

LEAH-BETH THOMAS WILLIAMS
JAMES RILEY MCCULLEY
ANDREW JAMES MCCULLEY
JASON LYNN REBBE
MEGHAN MARIE COUNCILL
Kyle Harrison Black
ELAINE MARGARET FENTERS
William W Councill
JAMES RUSSELL STEPHENSON
Sara Johnson Crowder
Melissa Anne Howell
DAVID ALLEN LOVE
Roy Aldon Runyon
Tyler Reed Dunn
Justin Wright Sorensen
RANDALL SCOTT CARR
LEIGH ANNE ELDER
KENNETH ALLEN DELOACH
KRISTEN WARREN GARDNER
Hunter Howard Haywood

Within 25 miles of Franklin, VA, Best Investors lists 12 registered investment advisory firms with 16 offices nearby, managing about $3.21T in combined regulatory AUM across 526,551 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 Franklin

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM