Best financial advisors in Glen Lyn, VA

Registered advisers within 25 miles of Glen Lyn, VA.

Offices

23

Firms

14

Combined AUM

$3.61T

Firm-wide filings, not assets booked only here

Clients

463K

462,795 clients when Item 5C has a number

Avg / client

$7.80M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

414 Wenonah Ave
Pearisburg, VA 24134-1623

4 SEASONS ADVISORS

1122 MERCER STREET
PRINCETON, WV 24740

12.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

329 Ingleside Road
Princeton, WV 24740

12.7 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

200 S Walker St
Princeton, WV 24740

EDWARD JONES

195 ELMER STREET
PRINCETON, WV 24740

13.4 miles away

LPL FINANCIAL LLC

3008 E. CUMBERLAND ROAD
BLUEFIELD, WV 24701

20.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

211 Federal Street
Bluefield, WV 24701

4 SEASONS ADVISORS

236 LAUREL ST
BLUEFIELD, WV 24701

22.2 miles away

CULTIVATE FINANCIAL PLANNING

7211 LEE HWY SUITE 600
RADFORD, VA 24141

22.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

7350 Peppers Ferry Blvd Ste C
Fairlawn, VA 24141

22.6 miles away

EDWARD JONES

9 Westwood Medical Park
BLUEFIELD, VA 24605

22.8 miles away

LPL FINANCIAL LLC

WESTWOOD MEDICAL PARK, #2
BLUEFIELD, VA 24605

22.8 miles away

OSAIC INSTITUTIONS, INC.

900 MEMORIAL DRIVE
PULASKI, VA 24301

22.8 miles away

D.A. DAVIDSON & CO.

2201 College Ave
Bluefield, VA 24605

22.9 miles away

CETERA INVESTMENT ADVISERS LLC

6785 VISCOE ROAD
RADFORD, VA 24141

23.7 miles away

GENEOS WEALTH MANAGEMENT, INC.

104 WADSWORTH STREET
RADFORD, VA 24143

23.7 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

222 WEST MAIN STREET
RADFORD, VA 24141

23.7 miles away

EDWARD JONES

154 NORTH WASHINGTON AVENUE
PULASKI, VA 24301

23.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

524 VIRGINIA AVE
BLUEFIELD, VA 24605

23.9 miles away

TRUIST ADVISORY SERVICES, INC.

1201 E MAIN ST
RADFORD, VA 24141

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

4 SEASONS ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CULTIVATE FINANCIAL PLANNING

OSAIC INSTITUTIONS, INC.

D.A. DAVIDSON & CO.

CETERA INVESTMENT ADVISERS LLC

GENEOS WEALTH MANAGEMENT, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

TRUIST ADVISORY SERVICES, INC.

Investors

Braxton Elliott Gilmer

RICHARD DAVID ALLEN

William Joshua Pennington

James Linton Folmar

MICHAEL SHANE PATTON

GREGORY THEODORE DEGRAY

ROBERT BRUCE TERRY

Victoria Wyatt Lester

LINDSAY DUNMYER PRICE

JESSIE DENNIS DWAYNE THOMPSON

ASHLEY HALL COAKE

BENJAMIN M TUCK

Christopher Alan Benson

ANNE IANNONE CROWE

JONATHAN RICHARD FERRELL

AARON BRETT SEXTON

Reagan Daniel Perdue

MICHAEL TODD WOOD

Sasha Ranee Schrage

ANTHONY BERNARD BILLUE

Michael Arthur Canestrari

MARY HOWLETT PLOTT

TAWANA M. R. FRENCH

SAMUEL HARRISON WILLIAMS

GEORGE ABRAHAM WILLIAMS

Andrew Dow Owens

Jason A Spatafora

PETER RANDALL ROMANO

GARY ALAN FIREBAUGH

Within 25 miles of Glen Lyn, VA, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $3.61T in combined regulatory AUM across 462,795 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 Glen Lyn

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM