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Best financial advisors in Greenwood, VA

Registered advisers within 25 miles of Greenwood, VA.

Offices
170
Firms
89
Combined AUM
$9.42T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,365,513 clients when Item 5C has a number
Avg / client
$3.98M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OAKLEIGH WEALTH SERVICES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL RETIREMENT PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUNTER LEWIS LLC

Investors

Joseph Alexander Shenk
Colin T Page
SETH EDWARD PRICE
Dalton Logan Campbell
MATTHEW DAVID KURZ
MICHAEL EUGENE PADUANO
MARLANA DAWN LANCASTER
DAVID LEE ELMORE
LAUREN N. MUNDY
Joel Daniel Elmore
MOHIT NIGAM
JOSHUA DAVID ELMORE
ADRIAN LEA HALL
Caleb Andrew-Sanders Snider
Jonathan R Allman
David John Wall
GEORGE AUTHOR MORRIS
John Ray Gobble
JOSEPH EVERETTALEXANDER CARLSON
Christopher Ashley Beverage
John Ralph Showalter
Bruce Chadwick Hatter
Zachary Steven Hatter
JOSEPH IRVING ROSENBERGER
ROBERT PATRICK BLEVINS
Joseph Eston Nesselrodt
PATRICIA FALLON KOOGLER
JOSHUA MICHAEL DEAN
ANDREW PAGE LILLY
Aaron Patrick Schlappi
MICHAEL LANDON MOLES
Isaac Leroy Wentz
STEPHANIE BOSSERMAN
Philip Jefferson Arey

Within 25 miles of Greenwood, VA, Best Investors lists 89 registered investment advisory firms with 170 offices nearby, managing about $9.42T in combined regulatory AUM across 2,365,513 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 Greenwood

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