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Best financial advisors in Grimstead, VA

Registered advisers within 25 miles of Grimstead, VA.

Offices
19
Firms
13
Combined AUM
$2.98T
Firm-wide filings, not assets booked only here
Clients
250K
250,361 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

DESTINY MONEY MANAGEMENT
MWA INVESTMENTS, LLC
EDWARD JONES
MONROE CAPITAL PARTNERS, LLC
ETB CONSULTING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
OYSTER CREEK CAPITAL
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Kylisa Denise Harris
MORGAN WADE ALLEY
Jacob Lucas Edwards
JOHN MARK MONROE
Shelton Vincent Glaze
Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
THOMAS YUNSANG CHO
PAMELA REYNOLDS HODGES
Joshua Trevor Long
Kimberly Ann Bennett
JOHN AVIS BLACK
BRIAN DAVID MANETZ
Maeghaen Goss Eley
JOHN BARKLEY WALLIN
WILLIS KEITH HUDGINS
Bryce Allen Fulford
Sandra Ann Mickelborough
Marc Anthony Hinson
ERIC FOSTER NOST
RICHARD JOHN FERRARO
EDWARD REAMY PITTMAN
Julia Alderson
MICHELE T FAULKNER
TERRI M DAVIS
CRESTON WELBY SAUNDERS
JACKSON PATRICK NEAL
DAWN MARIE DARRALL
MEGAN B GEORGE
KEVIN PATRICK HUSSEY
Carlos J Britos
CATHLEEN PATRICE MCCLOY
Franklin Roy Belvin
THOMAS ANDREW GANUN
DEBORAH ANN FLORES
DAYTON JAMES WIESE

Within 25 miles of Grimstead, VA, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $2.98T in combined regulatory AUM across 250,361 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 Grimstead

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 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 6 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM