Best financial advisors in Hartfield, VA

Registered advisers within 25 miles of Hartfield, VA.

Offices

62

Firms

33

Combined AUM

$8.43T

Firm-wide filings, not assets booked only here

Clients

1.26M

1,262,709 clients when Item 5C has a number

Avg / client

$6.67M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

447 Chesapeake Dr
Whitestone, VA 22578-2685

MONROE CAPITAL PARTNERS, LLC

4507 IRVINGTON ROAD, SUITE 100
IRVINGTON, VA 22480

ETB CONSULTING

4395 IRVINGTON ROAD
IRVINGTON, VA 22480

MWA INVESTMENTS, LLC

127 TABBS CHOICE ROAD
WHITE STONE, VA 22578

OYSTER CREEK CAPITAL

160 CROSS STREET
URBANNA, VA 23175

DESTINY MONEY MANAGEMENT

10514 BUCKLEY HALL ROAD
MATHEWS, VA 23109

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

DAVENPORT & COMPANY LLC

141 Technology Park Drive
Kilmarnock, VA 22482

LPL FINANCIAL LLC

100 S. MAIN STREET
KILMARNOCK, VA 22482

11.9 miles away

LPL FINANCIAL LLC

87 N MAIN STREET
KILMARNOCK, VA 22482

12.2 miles away

OSAIC INSTITUTIONS, INC.

97 NORTH MAIN ST
KILMARNOCK, VA 22482

12.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

201 N MAIN ST
KILMARNOCK, VA 22482

12.3 miles away

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

12.4 miles away

EDWARD JONES

2922 GEORGE WASHINGTON MEM HWY
Hayes, VA 23072

18.1 miles away

EDWARD JONES

913 MAIN STREET
WEST POINT, VA 23181

19.1 miles away

LPL FINANCIAL LLC

302 BULIFANTS BLVD STE 201B
WILLIAMSBURG, VA 23188

21.1 miles away

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

304 BULIFANTS BOULEVARD SUITE 101
WILLIAMSBURG, VA 23188

21.1 miles away

LPL FINANCIAL LLC

205 BULIFANTS BLVD STE D
WILLIAMSBURG, VA 23188

21.3 miles away

EDWARD JONES

201 BULIFANTS BOULEVARD SUITE D
WILLIAMSBURG, VA 23188

21.3 miles away

Firms

MONROE CAPITAL PARTNERS, LLC

MWA INVESTMENTS, LLC

OYSTER CREEK CAPITAL

DESTINY MONEY MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

DAVENPORT & COMPANY LLC

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Investors

Jacob Lucas Edwards

JOHN MARK MONROE

MORGAN WADE ALLEY

KEVIN PATRICK HUSSEY

Kylisa Denise Harris

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

Marc Anthony Hinson

ERIC FOSTER NOST

RICHARD JOHN FERRARO

EDWARD REAMY PITTMAN

MICHELE T FAULKNER

CRESTON WELBY SAUNDERS

JACKSON PATRICK NEAL

DAWN MARIE DARRALL

Sandra Ann Mickelborough

Carlos J Britos

Robert James Lawrence

Kevin P Mallory

MELISSA DURST MURCHISON

JASON LEE COOPRIDER

WARREN RANDOLPH MARTIN

JEFFREY PAUL DOMINGUEZ

Brandon Boyd Call

Jason Michael Blanchard

Samuel Blount Drewry

Within 25 miles of Hartfield, VA, Best Investors lists 33 registered investment advisory firms with 62 offices nearby, managing about $8.43T in combined regulatory AUM across 1,262,709 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 Hartfield

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