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Best financial advisors in James Store, VA

Registered advisers within 25 miles of James Store, VA.

Offices
136
Firms
53
Combined AUM
$9.28T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,572,312 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
DESTINY MONEY MANAGEMENT
LPL FINANCIAL LLC
MWA INVESTMENTS, LLC
MONROE CAPITAL PARTNERS, LLC
ETB CONSULTING
OYSTER CREEK CAPITAL
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FIRST COMMAND ADVISORY SERVICES

Investors

Shelton Vincent Glaze
Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
Kylisa Denise Harris
Sandra Ann Mickelborough
Carlos J Britos
Jacob Lucas Edwards
MORGAN WADE ALLEY
JOHN MARK MONROE
KEVIN PATRICK HUSSEY
Franklin Roy Belvin
Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
JEFFREY PAUL DOMINGUEZ
Shaobo Li
Brandon Boyd Call
Jason Michael Blanchard
Samuel Blount Drewry
JOSEPH FERNANDES
Franisha Loranne Mootz
Michael Ray Rapay
Aurora F Streeter
Arnold Csan
Bryson Thomas Spangler

Within 25 miles of James Store, VA, Best Investors lists 53 registered investment advisory firms with 136 offices nearby, managing about $9.28T in combined regulatory AUM across 1,572,312 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 James Store

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