Best financial advisors in Keswick, VA

Registered advisers within 25 miles of Keswick, VA.

Offices

145

Firms

93

Combined AUM

$9.86T

Firm-wide filings, not assets booked only here

Clients

2.45M

2,449,436 clients when Item 5C has a number

Avg / client

$4.02M

Combined AUM ÷ clients

Nearby offices

KAMKE INVESTMENT STRATEGIES INC.

2119 BERKMAR DRIVE SUITE C
CHARLOTTESVILLE, VA 22901

D.A. DAVIDSON & CO.

Omni Hotel/Omni Business Center 210 Ridge McIntire Rd, Unit 100
Charlottesville, VA 22903

CYPRESS FINANCIAL PLANNING

700 HARRIS STREET SUITE 201-E
CHARLOTTESVILLE, VA 22903

MORGAN STANLEY

120 Garrett Street Suite 301
Charlottesville, VA 22902

QUANTITATIVE INVESTMENT MANAGEMENT, LLC

240 W. MAIN STREET SUITE 300
CHARLOTTESVILLE, VA 22902-5009

INVESTURE, LLC

240 W MAIN STREET SUITE 500
CHARLOTTESVILLE, VA 22902

QUAD-C MANAGEMENT, INC.

240 W MAIN STREET SUITE 600
CHARLOTTESVILLE, VA 22902

GUARDIAN POINT CAPITAL, LP

240 W. MAIN ST SUITE 310
CHARLOTTESVILLE, VA 22902

NOT YET VENTURES, LLC

240 W MAIN ST, SUITE 100-CW144
CHARLOTTESVILLE, VA 22902

HERITAGE WEALTH ADVISORS

THE CODE BUILDING 240 W MAIN ST
CHARLOTTESVILLE, VA 22902

A. N. CULBERTSON & COMPANY, INC.

105 Monticello Ave Ste 201
Charlottesville, VA 22902

ROUND OAK CAPITAL LLC

969 2ND ST SE
CHARLOTTESVILLE, VA 22902

LPL FINANCIAL LLC

2019 WOODBROOK CT
CHARLOTTESVILLE, VA 22901

STATE FARM INVESTMENT MANAGEMENT CORP.

253 Ridge McIntire Rd
Charlottesville, VA 22903

AMERIPRISE FINANCIAL SERVICES, LLC

620 Woodbrook Dr Ste 4A
Charlottesville, VA 22901

WACONA CAPITAL, LLC

300 W MAIN STREET SUITE 201
CHARLOTTESVILLE, VA 22903

TRUIST ADVISORY SERVICES, INC.

310 4TH ST STE 100
CHARLOTTESVILLE, VA 22903

UNITED BROKERAGE SERVICES, INC

1265 SEMINOLE TRAIL
CHARLOTTESVILLE, VA 22901

LPL FINANCIAL LLC

2309 COMMONWEALTH DRIVE,
CHARLOTTESVILLE, VA 22901

LPL FINANCIAL LLC

355 W RIO RD STE 105A
CHARLOTTESVILLE, VA 22901-1318

Firms

KAMKE INVESTMENT STRATEGIES INC.

D.A. DAVIDSON & CO.

CYPRESS FINANCIAL PLANNING

QUANTITATIVE INVESTMENT MANAGEMENT, LLC

QUAD-C MANAGEMENT, INC.

GUARDIAN POINT CAPITAL, LP

NOT YET VENTURES, LLC

HERITAGE WEALTH ADVISORS

A. N. CULBERTSON & COMPANY, INC.

ROUND OAK CAPITAL LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

WACONA CAPITAL, LLC

TRUIST ADVISORY SERVICES, INC.

UNITED BROKERAGE SERVICES, INC

Investors

Paul Tyler Kamke

PAUL BURTON KAMKE

ELLEN SUE DOYLE

EVAN N/M/I POWERS

Norman Mark Gee

BILLIE JO BRITTLE

CHARLES OSBORN SOUTER

JONATHAN WARREN HILL

Kristen Barnes Puryear

ALLISON SIMS LINNEY

THOMAS VIETOR SHEEHAN

Jacob River Conley

Jeb Stuart Stump

GLENN HENRY CATALANO

STEVEN MOULTRIE BALL

HARRISON WILLIAM TAYLOR

Nicholas DiGiorgio

DEREK ADRIAN SHIFFLETT

YVONNE WOOD HARMON

LONI JASON CONLEY

FRED AUSTIN NEWSOM

Within 25 miles of Keswick, VA, Best Investors lists 93 registered investment advisory firms with 145 offices nearby, managing about $9.86T in combined regulatory AUM across 2,449,436 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 Keswick

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