Best Investors Account Sign in

Best financial advisors in Independence, VA

Registered advisers within 25 miles of Independence, VA.

Offices
26
Firms
11
Combined AUM
$3.62T
Firm-wide filings, not assets booked only here
Clients
461K
461,045 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
DAVENPORT & COMPANY LLC
CAPITAL ADVISOR NETWORK
PLANMEMBER SECURITIES CORPORATION
CARY STREET PARTNERS

Investors

Ches Robert Helmick
ROBERT DALE WINGATE
Robert Brett Liverman
JACQUELINE F VAUGHAN
EDWARD AMBROSE HANKS
Douglas Eugene Morgan
Joshua Kent Garrett
CHRISTOPHER RONALD PORTER
LYNN HAYES FUNK
KODY RIAN MCDANIEL
Samuel Hendrick Beasley
John Hampton Bryant
Douglas S Bryant
Robert Donald Elijah Morgan
LARRY JUSTIN EDWARDS
LARRY EVERETT EDWARDS
JAMES AARON BARGER
Jamie June Daugherty
William Brock Warf
Wiley M. Mock
Lori Beth Ringley
Thomas Bradley Graham
WILLIAM PAUL EVANS
MARION SLEMP FLESHMAN
WILLIAM GEORGE JOHNSON
Greg Sayers
Curtis Jon Miller
Joseph T Cockram
Thomas Alexander Ely
THOMAS FRANKLIN HUNDLEY
RANDAL JOSEPH COKELEY
Ethan Bailey Cook
AARON JAMES SUMMERS
Russell Todd Jones

Within 25 miles of Independence, VA, Best Investors lists 11 registered investment advisory firms with 26 offices nearby, managing about $3.62T in combined regulatory AUM across 461,045 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 Independence

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM