Best financial advisors in Harrisburg, VA

Registered advisers within 25 miles of Harrisburg, VA.

Offices

99

Firms

35

Combined AUM

$6.38T

Firm-wide filings, not assets booked only here

Clients

606K

605,756 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

57 SOUTH MAIN ST STE 514
HARRISONBURG, VA 22801

COMMONWEALTH FINANCIAL NETWORK

306 East Market Street
HARRISONBURG, VA 22801

TRUIST ADVISORY SERVICES, INC.

180 EAST MARKET STREET
HARRISONBURG, VA 22801

LPL FINANCIAL LLC

31 N. FEDERAL STREET
HARRISONBURG, VA 22801

EDWARD JONES

41-C Court Square
HARRISONBURG, VA 22801

XYPN INVEST

25 North Liberty Street Suite 218
Harrisonburg, VA 22802

THRIVENT INVESTMENT MANAGEMENT INC.

25 N Liberty St.
Harrisonburg, VA 22802

EDWARD JONES

139 N LIBERTY STREET SUITE 102
HARRISONBURG, VA 22802

OSAIC INSTITUTIONS, INC.

890 WEST MARKET ST.
HARRISONBURG, VA 22801

OSAIC INSTITUTIONS, INC.

80 CROSS KEYS ROAD
HARRISONBURG, VA 22801

EDWARD JONES

5 KILLDEER LN
DAYTON, VA 22821

CETERA INVESTMENT ADVISERS LLC

841 Mt. Clinton Pike Suite A
Harrisonburg, VA 22802

CETERA INVESTMENT ADVISERS LLC

1675 VIRGINIA AVENUE SUITE C
HARRISONBURG, VA 22802

EDWARD JONES

121 A NORTH MAIN STREET
BRIDGEWATER, VA 22812

STATE FARM INVESTMENT MANAGEMENT CORP.

9980 Spotswood Trl
Mcgaheysville, VA 22840

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

CETERA INVESTMENT ADVISERS LLC

101 WARREN STREET
ELKTON, VA 22827

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

454 S Main St
Broadway, VA 22815

14.4 miles away

MWA FINANCIAL SERVICES INC.

107A SOUTH TIMBERWAY
BROADWAY, VA 22815

HALIEUS INVESTMENT ADVISORS

113 SOUTH TIMBER WAY
BROADWAY, VA 22815

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

OSAIC INSTITUTIONS, INC.

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MWA FINANCIAL SERVICES INC.

HALIEUS INVESTMENT ADVISORS

Investors

Christine Raines Doughty

ROBYN ERECKSON HILL

STEPHAN JOHN HESS

STEVEN GLENN WATTS

John Michael Priester

JASON EDWARD MAY

Katherine M Bray

Kevin Michael Flint

Gannon David Irons

NEAL ALTON TARBOX

Christian T Alger

Joshua Kent Defnall

Matthew D Armentrout

BRIAN FREDERICK RHODES

Glen Emerson Kauffman

Debra Lynn Wachter

Robert Craig Wheatley

JEFFREY SCOTT REBICH

Gregory Paul Nicholas

ROBERT LAFAYETTE TEAGUE

GAYLIN ALVIN SOMMERS

Within 25 miles of Harrisburg, VA, Best Investors lists 35 registered investment advisory firms with 99 offices nearby, managing about $6.38T in combined regulatory AUM across 605,756 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 Harrisburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM