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Best financial advisors in Hardy, VA

Registered advisers within 25 miles of Hardy, VA.

Offices
141
Firms
65
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,142,827 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LOMBARD ADVISERS INCORPORATED
UPWARD FINANCIAL PLANNING
CETERA INVESTMENT ADVISERS LLC
INTERCAROLINA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
LEVEL FOUR ADVISORY SERVICES
COMMONWEALTH FINANCIAL NETWORK
VALLEY INVESTORS CORPORATION
CREEKMUR ASSET MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

Amy Coley Stone
Jon Mark Dabareiner
Daniel Ryan Colston
CHRISTOPHER RAY WRIGHT
MARCUS DALE KINDLEY
Susan Frances Balderson
Jamie L McCadden
Nathan Wallace
Crystal Lynn Knuttgen
Gretchen Weinnig Beedle
Bryan Neil Zimmerman
JOHN B CONNER
Jacob Beekman
WESLEY A BRUGH
JASON DOYLE FLETCHER
STEVEN JOSEPH DEVLIN
ROBERT DONALD FRAIM
Carl Matthew Grove
Carl Jacob Grove
Andrew Mark Fenstermaker
Daniel Andrew Webb
MARC DANIEL HIRSHORN
BILLY CHRISTOPHER MASON
EMILY ELIZABETH ELFALLAH
DAVID ALBERT CAMPER
Michelle Renee' Atkins Yost
Michael David Sobilo
THOMAS EUGENE DAVIS
MATTHEW ROBERT BARRETTE
Ryan Matthew Kerr
JEFF LEE MACY

Within 25 miles of Hardy, VA, Best Investors lists 65 registered investment advisory firms with 141 offices nearby, managing about $11.1T in combined regulatory AUM across 2,142,827 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 Hardy

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM