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Best financial advisors in Harrisonburg, VA

Registered advisers within 25 miles of Harrisonburg, VA.

Offices
116
Firms
43
Combined AUM
$9.04T
Firm-wide filings, not assets booked only here
Clients
624K
623,853 clients when Item 5C has a number
Avg / client
$14.5M
Combined AUM ÷ clients

Nearby offices

Firms

D.A. DAVIDSON & CO.
EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
WELLS FARGO CLEARING SERVICES, LLC
ACORN FINANCIAL ADVISORY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SIGNAL ADVISORS WEALTH, LLC
GIRA & GIRA INVESTMENT ADVISORS LLC
JANNEY MONTGOMERY SCOTT LLC
TRUIST ADVISORY SERVICES, INC.

Investors

James Jordan White
Rachael Elizabeth Sauder
NICHOLE MICHELLE WHATLEY
Robyn Weaver
TRAVIS FREDERICK MARSHALL
Sonia Velasquez Shifflett
BENJAMIN TODD GLENN
GREGORY JOHN CULL
MATTHEW PAUL BOLLINGER
Donald Franklin Heishman
SHANNON DALE WARE
OWEN FRANKLIN SHOWALTER
CHRISTINE ELAINE WORONTZOFF
KATIE BETH WILKINS
Brian Kinzie
MARK ANTHONY BRENNEMAN
JEANETTE LYNN SHOWALTER
BOYD BRIAN BURKHOLDER
KELLY BURKHOLDER
TYLER EDWARD DEPUTY
Heather Marie Hardy
Kaeley Grae Moran
Amelia Mae Catoe
Kathy Lou Armentrout
Timothy Hurst Leach
CAMERON BRET KERNS
ROSS EDWARD SHULL
RANDGUEM ELWOOD BAKER
DAVID ANTHONY RAO
LISA DAWN HASLER
MICHAEL ALAN BOWEN
Luke Camper
RANDALL WAYNE NUTTER
ROBERT WAYNE FALTER
JOHN DAVID GIRA
JOHN DAVID GIRA
MATTHEW CHRISTOPHER ROBINSON
MARY ANNA VIA
MICHAEL CHARLES GOCHENOUR
JACQUELINE NICOLE BLOSSER
Sharon Cupp Krantz
JACK JOHN CINTORINO
HUGH JAMES LANTZ
JAMES THOMAS SHRADER
ORVILLE DWIGHT SHRADER
DAVID LOWELL SECRIST
ANDREW STEPHEN BREHM
LUIS D CASTANEDA ARELLANO
THOMAS MOFFETT SOWERS

Within 25 miles of Harrisonburg, VA, Best Investors lists 43 registered investment advisory firms with 116 offices nearby, managing about $9.04T in combined regulatory AUM across 623,853 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 Harrisonburg

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM