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Best financial advisors in Gloucester, VA

Registered advisers within 25 miles of Gloucester, VA.

Offices
139
Firms
53
Combined AUM
$9.28T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,572,312 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
DESTINY MONEY MANAGEMENT
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
HISTOR INVESTING, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
Shelton Vincent Glaze
Sandra Ann Mickelborough
Carlos J Britos
Kylisa Denise Harris
Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
JEFFREY PAUL DOMINGUEZ
Shaobo Li
Brandon Boyd Call
Jason Michael Blanchard
Samuel Blount Drewry
Franisha Loranne Mootz
Michael Ray Rapay
IRIS COHEN PORUSH
WALTER SCOTT MOWRY
GEORGE ANDREW WRIGHT
Thomas Clay Mowry
SHANNON CONNER CRANK
JOSEPH FERNANDES
Aurora F Streeter
Arnold Csan
Bryson Thomas Spangler
Michael Robert Kuebler
CHERYL ORANGE NESTER
NICK R. LOURIDAS
HELEN LOUGHAN CAMPBELL
JULIE HOLSTROM
ETHAN TRAVIS POWELL
VICKI ANN SMITH
TRACY ANN HENDERSON
KAREN HAWKRIDGE LOGAN
JEFFREY EARL RAKES
MONICA YATES HARRISON-CHURCH
RYAN BRYCE LEE
TRACI FOSTER
JOHN PEYTON SNEAD
CATHLEEN GORMAN DILLON
WILLIAM B BARNES
AMY CONSTANCE ROBINSON
BRADLEY JAMES STEWART
Brady Rawls Rouse
JAY CANFIELD GUTCHES
ROY B HARGROVE
JOSEPH WILLIAM MONTGOMERY
JOHN WARREN MARTIN
ROBIN STONE WILCOX
JACK HOLLIS ARBOGAST
Quinn Kamenick
Blair Bradford Todd
Noah Scruggs
Richard Overy

Within 25 miles of Gloucester, VA, Best Investors lists 53 registered investment advisory firms with 139 offices nearby, managing about $9.28T in combined regulatory AUM across 1,572,312 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 Gloucester

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