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Best financial advisors in Gate City, VA

Registered advisers within 25 miles of Gate City, VA.

Offices
86
Firms
38
Combined AUM
$9.91T
Firm-wide filings, not assets booked only here
Clients
1.94M
1,941,883 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
INTEGRITY CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC INSTITUTIONS, INC.
CONCURRENT INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
ADVIPARTNER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SILVER OAK SECURITIES, INCORPORATED
TLG ADVISORS, INC.

Investors

EDWIN PAUL COX
Justin Manuel
Stacey Leigh Roberts
Ryan Bradford Shumate
ANGELA HOPE WILLIAMS
JOSEPH BARRY BAILEY
PAMELA ANNETTE REHART
JOHN CHRISTOPHER ATKINS
Gary Leslie Wright
AMY WARREN EDWARDS
Dion Thomidis
CLAUDE MICHAEL PARROTT
WILLIAM CLAUDE PARROTT
JOHN BENSON DAVISON
FRANCES DIANA HAMBY
Benjamin Allen Marshall
KENNETH DAVID WRIGHT
NATALIE JAYNE OWENS WELLS
GREGORY ALLEN TAYLOR
TIMOTHY LEE COLVIN
Arthur Elliott Hall
TERESA LYNN UNICK
Brian Franklin Boatright
Sierra N Brucia
MICHAEL KEVIN DAVIS
KENNETH TODD BEVINS
DAVID MARTIN BOWEN
Erik Heller
Stewart W. Fisher
WILLIAM JEFFREY BINGHAM
Joanne L Bear
JADON ENGLE
Angela LeAnne Davis
Jonathan Lee Yates
Lindsey Jane Bolton
Thomas Christian
Lindsey Jason Webb

Within 25 miles of Gate City, VA, Best Investors lists 38 registered investment advisory firms with 86 offices nearby, managing about $9.91T in combined regulatory AUM across 1,941,883 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 Gate City

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM