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Best financial advisors in Indian Valley, VA

Registered advisers within 25 miles of Indian Valley, VA.

Offices
60
Firms
27
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
705K
705,477 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
GENEOS WEALTH MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CULTIVATE FINANCIAL PLANNING
CETERA INVESTMENT ADVISERS LLC
MARTIN WEALTH SOLUTIONS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LARRY CRAIG BOWMAN
Andrew Dow Owens
Jason A Spatafora
AARON BRETT SEXTON
Reagan Daniel Perdue
Michael Arthur Canestrari
MARY HOWLETT PLOTT
TAWANA M. R. FRENCH
GARY LEE TIBBS
SAMUEL HARRISON WILLIAMS
GEORGE ABRAHAM WILLIAMS
David Leigh Cross
David Andrew Blevins
Patrick Wade Beauchamp
WARNER WALTER WILLIAMS
MARK ALLAN TAPP
KEITH PATRICK WELTENS
DOUGLAS CLAYTON MELROSE
Joshua Smith
GARY ALAN FIREBAUGH
Caroline Gaskins
PAMELA LEE CALLAHAN
ASHLEY HALL COAKE
BENJAMIN M TUCK
ANTHONY BERNARD BILLUE
Linwood Keith Fraher
Casey Marissa Bibb
JIMMY STEPHEN MARTIN
Samuel Craig Benson
THERESA LEONA MARTIN
Caleb Brumfield
James Bryan Chandler
William Robert Stephens
Valerie Lynne Wheeler

Within 25 miles of Indian Valley, VA, Best Investors lists 27 registered investment advisory firms with 60 offices nearby, managing about $4.64T in combined regulatory AUM across 705,477 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 Indian Valley

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM