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Best financial advisors in Green Bay, VA

Registered advisers within 25 miles of Green Bay, VA.

Offices
7
Firms
5
Combined AUM
$1.31T
Firm-wide filings, not assets booked only here
Clients
53.0K
52,979 clients when Item 5C has a number
Avg / client
$24.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC
TWIN RIVERS ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION

Investors

Mary Kathleen Hacker
Dennis Kerby Moore
Hannah Davis Ramsey
Kathleen H Redford
THOMAS IRVING HILL
CONSTANCE HOPE NEILSEN
BRETT VONCANNON WATSON
BRADLEY LAWRENCE WATSON
Jay Wesley Whited
BENJAMIN DOUGLAS BRETZ
Robert E. Laine

Within 25 miles of Green Bay, VA, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.31T in combined regulatory AUM across 52,979 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 Green Bay

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 4 PLANMEMBER SECURITIES CORPORATION 125 clients · 453 advisers $10.1B AUM 5 TWIN RIVERS ADVISORS, LLC 2 advisers $17.3M AUM