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Best financial advisors in Free Union, VA

Registered advisers within 25 miles of Free Union, VA.

Offices
186
Firms
95
Combined AUM
$9.75T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,393,817 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

KULEANA CAPITAL MANAGEMENT LLC
SOUTHLAND EQUITY PARTNERS, LLC.
HUNTER LEWIS LLC
CHAKRABORTY CAPITAL LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
VIRGINIA INVESTMENT ADVISORY, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
BROADPARK ADVISORS, LLC
KAMKE INVESTMENT STRATEGIES INC.
TRUIST ADVISORY SERVICES, INC.
UNITED BROKERAGE SERVICES, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

TIMOTHY JAMES SCHENK
ERIC DAVID ANTROBIUS
Isaac Leroy Wentz
STEPHANIE BOSSERMAN
FRED AUSTIN NEWSOM
John Henry Flick
GLENN HENRY CATALANO
STEVEN MOULTRIE BALL
Jacob River Conley
Donald Dominic Johnson Giannangeli
Scott C Solak
STEPHEN ROBERT PURDY
JAMES EARL DICKMAN
GAIL VERONICA HELMICK
CHRISTIAN ASMUS COMBERG
ADAM HERBERT SILVERS
SHAWN THOMAS PENDLETON
Sean Michael Van Etten
KEVIN LEON MANN
JUSTIN DAVID RUSHING
Peter Mindnich
Ryan Daniel Daley
Paul Tyler Kamke
PAUL BURTON KAMKE
DEREK ADRIAN SHIFFLETT
YVONNE WOOD HARMON
LONI JASON CONLEY
THEODORE N BARGER
EVAN W STERLING
MANOJ KUMAR LAL
Nicholas DiGiorgio
SCOTT A VALENTINE

Within 25 miles of Free Union, VA, Best Investors lists 95 registered investment advisory firms with 186 offices nearby, managing about $9.75T in combined regulatory AUM across 2,393,817 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 Free Union

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM