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Best financial advisors in Gretna, VA

Registered advisers within 25 miles of Gretna, VA.

Offices
16
Firms
11
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
249K
249,476 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
REGAL INVESTMENT ADVISORS LLC
SOWELL MANAGEMENT
LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH ADVISOR LLC
WELLS FARGO CLEARING SERVICES, LLC
11 FINANCIAL

Investors

Dianna Marie Burkholder
Erin Moldenhauer Dooley
Landen Dean Mays
LAURA CREWS HOLT
TIFFANY FATH
CHRISTOPHER WAYNE GIBSON
Randy Shawn Cassidy
Matthew R Szabo
ANGELES PEREZ ATKINSON
TERRY JOE BLAKELY
Troy Wayne Stowe
Kristy Harville Wolfe
Hershel Matthew Stone
Andrew T Kappler
Donald Wayne Aaron
THOMAS J LEE
Jamison Scott Sanders
JAMES JON BENET
Don Wayne Satterfield
JACOB CHARLES ZODY
JOSHUA DAVID STAMM
Ronald Jacob Dawson
Logan T Stamm
Jeffery J Bruffy
Branden Curtiss Bosch
Mark Clement Boccarossa
WESLEY SCOTT DAVIS
Ashley W Owens

Within 25 miles of Gretna, VA, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $2.92T in combined regulatory AUM across 249,476 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 Gretna

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SOWELL MANAGEMENT 110 advisers $4.81B AUM 7 REGAL INVESTMENT ADVISORS LLC 61 clients · 129 advisers $2.88B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM