Best financial advisors in Grafton, VA

Registered advisers within 25 miles of Grafton, VA.

Offices

170

Firms

60

Combined AUM

$9.41T

Firm-wide filings, not assets booked only here

Clients

1.59M

1,585,080 clients when Item 5C has a number

Avg / client

$5.94M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

7621 G WASHINGTON MEM HWY SUITE B
YORKTOWN, VA 23692

WELLS FARGO CLEARING SERVICES, LLC

101 AMORY LN
YORKTOWN, VA 23692

STATE FARM INVESTMENT MANAGEMENT CORP.

121 Grafton Station Ln Ste G
Yorktown, VA 23692

STATE FARM INVESTMENT MANAGEMENT CORP.

4521 George Washington Mem Hwy
Yorktown, VA 23692

EQUITABLE ADVISORS, LLC

4030 G WASHINGTON MEM HWY SUITE D
YORKTOWN, VA 23692

LPL FINANCIAL LLC

12891 JEFFERSON AVENUE
NEWPORT NEWS, VA 23608

STATE FARM INVESTMENT MANAGEMENT CORP.

111 Cybernetics Way Ste 220
Yorktown, VA 23692

EDWARD JONES

111 CYBERNETICS WAY SUITE 200
YORKTOWN, VA 23693

WELLS FARGO CLEARING SERVICES, LLC

110 OTTIS ST
YORKTOWN, VA 23693

LPL FINANCIAL LLC

501 VILLAGE AVE STE 104
YORKTOWN, VA 23693-5657

EAGLE STRATEGIES LLC

101 PRODUCTION DRIVE SUITE 100
YORKTOWN, VA 23693

WELLS FARGO CLEARING SERVICES, LLC

441 DENBIGH BLVD
NEWPORT NEWS, VA 23608

EDWARD JONES

12350 JEFFERSON AVE STE 130
NEWPORT NEWS, VA 23602

EDWARD JONES

400 CITY HALL AVE SUITE C
POQUOSON, VA 23662

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ONE OLD OYSTER POINT ROAD SUITE 100
NEWPORT NEWS, VA 23602

EDWARD JONES

374 WYTHE CREEK RD SUITE C
Poquoson, VA 23662

AMERIPRISE FINANCIAL SERVICES, LLC

11832 Rock Landing Dr Ste 204
Newport News, VA 23606

HORNOR, TOWNSEND & KENT, LLC

233 WYTHE CREEK RD, STE 100
POQUOSON, VA 23662

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11847 Canon Blvd, Suite 2
Newport News, VA 23606

OSAIC WEALTH, INC.

11825 ROCK LANDING DR YORK BLDG STE 2C
NEWPORT NEWS, VA 23606

Firms

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

Investors

Franklin Roy Belvin

THOMAS ANDREW GANUN

DEBORAH ANN FLORES

DAYTON JAMES WIESE

TREVOR DAVIS JONES

STERLING ROBERT BRIGHTMAN

BENJAMIN PRESTON IVEY

ALAN STEVEN WITT

SARAH SHIELDS BROWNING

Anthony Scott Reed

MELISSA ANN CHALKIAS

KIMBERLY JEAN DEBUSK

ROBERT TERRENCE LAUFER

MARK WAYNE DREWRY

MALLORY LAUFER LESTER

Robert Walter Self

JUSTIN DARNELL SANDERS

Curtis L Lassiter

Christina Michelson

Stephanie Bonniville

Anderson Carlisle Reames

JAMES WILKINSON HOLLAND CAMP

Autumn Marshall Epler

Regan Nicole Van Cura

MARCIA J GEISERT

TYLER AARON CRUZ

GREGORY FRANK EARWOOD

CHRISTOPHER IGNACIO CRUZ

TIMOTHY CARL KROSKEY

GERTRUDE MARGARET QUINTO

MATTHEW CHRISTOPHER MARTIN

NICHOLAS ALEXANDER WELLBROCK

Within 25 miles of Grafton, VA, Best Investors lists 60 registered investment advisory firms with 170 offices nearby, managing about $9.41T in combined regulatory AUM across 1,585,080 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 Grafton

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