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Best financial advisors in Gladstone, VA

Registered advisers within 25 miles of Gladstone, VA.

Offices
41
Firms
27
Combined AUM
$7.18T
Firm-wide filings, not assets booked only here
Clients
374K
373,507 clients when Item 5C has a number
Avg / client
$19.2M
Combined AUM ÷ clients

Nearby offices

Firms

CANTOR FITZGERALD INVESTMENT ADVISORS
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
HARVEST - FAITH-BASED INVESTING
PETTYJOHN, WOOD & WHITE, INC.
WELLS FARGO CLEARING SERVICES, LLC
STONEX ADVISORS INC.
TRUIST ADVISORY SERVICES, INC.
EQUITY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROYAL FUND MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

Investors

NORMAN DELMAS DARDEN
David Jarrell Marshall
Joseph Scott Morrell
PHILIP EDWARD SHOWALTER
WILLIAM SCOTT HENGERER
KURT DOUGLAS CORNFIELD
BRIAN KEVIN BLANKINSHIP
CHARLES SHEPHERD NOWLIN
KATHLEEN SEIFERT GRAVES
CHARLES BABER WHITE
GORHAM BARNEY WOOD
LAWRENCE L RICHMOND
JEFFREY SCOTT HELGESON
JEFFREY WILLIAM MYERS
FREDDIE LEE BARBOUR
ALLEN CARROLL BROOKS
BETH MANLEY TANNER
ROY ANTHONY ROBERSON
Joshua Raymond Crouse
Joshua Steven Rockey
Caleb Joseph McEniry
SHELLI JO RICHARDSON
Timothy Douglas Talley
Don Wayne Satterfield
Jeffrey Lynn Boyer
Calvin William Egan
RANDALL K CALLOWAY
DEMOND LEE BOLDEN

Within 25 miles of Gladstone, VA, Best Investors lists 27 registered investment advisory firms with 41 offices nearby, managing about $7.18T in combined regulatory AUM across 373,507 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 Gladstone

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM