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Best financial advisors in Hopewell, VA

Registered advisers within 25 miles of Hopewell, VA.

Offices
168
Firms
83
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,677,020 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIRST COMMAND ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
BROWN EDWARDS WEALTH STRATEGIES
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HORNOR, TOWNSEND & KENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

MATTHEW HEATH MCDANIEL
James Gallagher
Micheal L Thomas
WARREN THOMAS POIRIER
JENNIFER MCCALL PARR
FORREST TANNER FOX
JOHN RICHARD UPTON
Mary Jenkins Sink
LINDA JANE GILLIKIN
James Michael Bade
TONI THORE LEE-ANDREWS
Harry Alfred Jaeger
Denis Emilia Porter
Jonah Richard Deist
EMILY HOLT DIBBLE
KELLI JANE VANCE
AMY C GRIEVES
Elizabeth Kelly Joyner
John Mitchell Reid
Randall Mansfield Wachman
Fletcher E Allen
John C Lynch
Janssen Gray Breeden
David Henry Hays
Francis Sam
VERNON Hughes STOCKTON
ROBERT BOOKER STEELE
James Charles Smith
RF BURKE STEELE
R.F. BURKE STEELE

Within 25 miles of Hopewell, VA, Best Investors lists 83 registered investment advisory firms with 168 offices nearby, managing about $10.7T in combined regulatory AUM across 1,677,020 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 Hopewell

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM