Best financial advisors in Grottoes, VA

Registered advisers within 25 miles of Grottoes, VA.

Offices

213

Firms

92

Combined AUM

$9.60T

Firm-wide filings, not assets booked only here

Clients

1.47M

1,473,760 clients when Item 5C has a number

Avg / client

$6.52M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

EDWARD JONES

102 DUNSMORE ROAD
VERONA, VA 24482

STATE FARM INVESTMENT MANAGEMENT CORP.

255 Lee Hwy
Verona, VA 24482

10.5 miles away

HUNTER LEWIS LLC

4503 MOUNT AIR FARM
CROZET, VA 22932

10.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

129 FAIRWAY LANE SUITE 101
STAUNTON, VA 24401

OSAIC INSTITUTIONS, INC.

80 CROSS KEYS ROAD
HARRISONBURG, VA 22801

11.4 miles away

LPL FINANCIAL LLC

17 STONERIDGE DR., STE 201
WAYNESBORO, VA 22980-6523

11.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

42 Stoneridge Dr Ste 102
Waynesboro, VA 22980

11.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

20 Stoneridge Dr Ste 102
Waynesboro, VA 22980

11.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2224 W Main St
Waynesboro, VA 22980

11.4 miles away

EDWARD JONES

100 COMMUNITY DRIVE SUITE A1
WAYNESBORO, VA 22980

11.4 miles away

CETERA INVESTMENT ADVISERS LLC

1010 E Main St Suite 102.23
Waynesboro, VA 22980

11.5 miles away

EDWARD JONES

2448 JEFFERSON HIGHWAY
WAYNESBORO, VA 22980-4510

11.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

9980 Spotswood Trl
Mcgaheysville, VA 22840

11.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

216 S WAYNE AVE 1ST & 2ND FLS
WAYNESBORO, VA 22980

11.5 miles away

LPL FINANCIAL LLC

222 S. WAYNE AVE
WAYNESBORO, VA 22980-4622

11.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2014 Goose Creek Rd Suite 108
Waynesboro, VA 22980

11.6 miles away

EDWARD JONES

465 Cherry Ave
WAYNESBORO, VA 22980

11.7 miles away

LPL FINANCIAL LLC

1904 JEFFERSON HWY
FISHERSVILLE, VA 22939-2239

11.7 miles away

CETERA INVESTMENT ADVISERS LLC

201 OSAGE LANE SUITE 1
WAYNESBORO, VA 22980

12.1 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

HUNTER LEWIS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC INSTITUTIONS, INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

James Graham Tate

Justin Tyler Rexrode

William Ryan Ostrander

Isaac Leroy Wentz

STEPHANIE BOSSERMAN

GARLAND RAY DAVIS

ARIEL LYNN HARPER

Christian T Alger

JOSEPH IRVING ROSENBERGER

Joseph Eston Nesselrodt

PATRICIA FALLON KOOGLER

JOSHUA MICHAEL DEAN

ROBERT PATRICK BLEVINS

GEORGE AUTHOR MORRIS

Christopher Ashley Beverage

Dalton Logan Campbell

Aaron Patrick Schlappi

JEFFREY SCOTT REBICH

MATTHEW DAVID KURZ

MICHAEL EUGENE PADUANO

MARLANA DAWN LANCASTER

DAVID LEE ELMORE

LAUREN N. MUNDY

Joel Daniel Elmore

JOSHUA DAVID ELMORE

ADRIAN LEA HALL

Caleb Andrew-Sanders Snider

Jonathan R Allman

ANDREW PAGE LILLY

David John Wall

Philip Jefferson Arey

John Ralph Showalter

Bruce Chadwick Hatter

Zachary Steven Hatter

Within 25 miles of Grottoes, VA, Best Investors lists 92 registered investment advisory firms with 213 offices nearby, managing about $9.60T in combined regulatory AUM across 1,473,760 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 Grottoes

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