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Best financial advisors in Jamesville, VA

Registered advisers within 25 miles of Jamesville, VA.

Offices
8
Firms
6
Combined AUM
$900B
Firm-wide filings, not assets booked only here
Clients
211K
210,681 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL SOLUTIONS
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
OPPENHEIMER & CO. INC.
DESTINY MONEY MANAGEMENT
MWA INVESTMENTS, LLC

Investors

JOHN WHITBY FIEGE
GLEN ADAIR TYLER
JEREMY CHRISTOPHER MEYER
CATHLEEN PATRICE MCCLOY
BRIAN DAVID EAST
MARY E MCKENNA
Kylisa Denise Harris
MORGAN WADE ALLEY

Within 25 miles of Jamesville, VA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $900B in combined regulatory AUM across 210,681 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 Jamesville

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 3 OPPENHEIMER & CO. INC. 1,191 advisers $36.7B AUM 4 MWA INVESTMENTS, LLC 38 clients · 1 advisers $250M AUM 5 FINANCIAL SOLUTIONS 8 clients · 1 advisers $64.7M AUM