Best financial advisors in Glenns, VA

Registered advisers within 25 miles of Glenns, VA.

Offices

76

Firms

38

Combined AUM

$8.45T

Firm-wide filings, not assets booked only here

Clients

1.26M

1,262,817 clients when Item 5C has a number

Avg / client

$6.69M

Combined AUM ÷ clients

Nearby offices

OYSTER CREEK CAPITAL

160 CROSS STREET
URBANNA, VA 23175

EDWARD JONES

913 MAIN STREET
WEST POINT, VA 23181

10.7 miles away

MONROE CAPITAL PARTNERS, LLC

4507 IRVINGTON ROAD, SUITE 100
IRVINGTON, VA 22480

11.9 miles away

ETB CONSULTING

4395 IRVINGTON ROAD
IRVINGTON, VA 22480

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

12.1 miles away

EDWARD JONES

447 Chesapeake Dr
Whitestone, VA 22578-2685

13.1 miles away

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

14.1 miles away

MWA INVESTMENTS, LLC

127 TABBS CHOICE ROAD
WHITE STONE, VA 22578

14.7 miles away

DAVENPORT & COMPANY LLC

141 Technology Park Drive
Kilmarnock, VA 22482

14.7 miles away

LPL FINANCIAL LLC

100 S. MAIN STREET
KILMARNOCK, VA 22482

15.6 miles away

LPL FINANCIAL LLC

87 N MAIN STREET
KILMARNOCK, VA 22482

15.7 miles away

OSAIC INSTITUTIONS, INC.

97 NORTH MAIN ST
KILMARNOCK, VA 22482

15.7 miles away

LPL FINANCIAL LLC

3600 LA GRANGE PWKY
TOANO, VA 23168

15.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

201 N MAIN ST
KILMARNOCK, VA 22482

15.8 miles away

LPL FINANCIAL LLC

302 BULIFANTS BLVD STE 201B
WILLIAMSBURG, VA 23188

17.8 miles away

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

304 BULIFANTS BOULEVARD SUITE 101
WILLIAMSBURG, VA 23188

17.8 miles away

LPL FINANCIAL LLC

205 BULIFANTS BLVD STE D
WILLIAMSBURG, VA 23188

EDWARD JONES

201 BULIFANTS BOULEVARD SUITE D
WILLIAMSBURG, VA 23188

DESTINY MONEY MANAGEMENT

10514 BUCKLEY HALL ROAD
MATHEWS, VA 23109

18.2 miles away

Firms

OYSTER CREEK CAPITAL

MONROE CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

MWA INVESTMENTS, LLC

DAVENPORT & COMPANY LLC

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

DESTINY MONEY MANAGEMENT

Investors

KEVIN PATRICK HUSSEY

Robert James Lawrence

JOHN MARK MONROE

Nathan Daniel Ferrell Hansen

Matthew Fletcher Williams

Shelton Vincent Glaze

Jacob Lucas Edwards

Sandra Ann Mickelborough

MORGAN WADE ALLEY

THOMAS YUNSANG CHO

PAMELA REYNOLDS HODGES

Joshua Trevor Long

Kimberly Ann Bennett

JOHN AVIS BLACK

BRIAN DAVID MANETZ

Maeghaen Goss Eley

JOHN BARKLEY WALLIN

WILLIS KEITH HUDGINS

Bryce Allen Fulford

Marc Anthony Hinson

ERIC FOSTER NOST

RICHARD JOHN FERRARO

EDWARD REAMY PITTMAN

MICHELE T FAULKNER

CRESTON WELBY SAUNDERS

JACKSON PATRICK NEAL

DAWN MARIE DARRALL

Kevin P Mallory

MELISSA DURST MURCHISON

JASON LEE COOPRIDER

WARREN RANDOLPH MARTIN

JEFFREY PAUL DOMINGUEZ

Brandon Boyd Call

Jason Michael Blanchard

Samuel Blount Drewry

Kylisa Denise Harris

Within 25 miles of Glenns, VA, Best Investors lists 38 registered investment advisory firms with 76 offices nearby, managing about $8.45T in combined regulatory AUM across 1,262,817 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 Glenns

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