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Best financial advisors in Kilmarnock, VA

Registered advisers within 25 miles of Kilmarnock, VA.

Offices
18
Firms
15
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
268K
268,418 clients when Item 5C has a number
Avg / client
$17.9M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
DAVENPORT & COMPANY LLC
MWA INVESTMENTS, LLC
EDWARD JONES
ETB CONSULTING
MONROE CAPITAL PARTNERS, LLC
PRINCIPAL SECURITIES, INC.
INTERACTIVE FINANCIAL ADVISORS
OYSTER CREEK CAPITAL
DESTINY MONEY MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.

Investors

MICHELE T FAULKNER
TERRI M DAVIS
CRESTON WELBY SAUNDERS
JACKSON PATRICK NEAL
DAWN MARIE DARRALL
MEGAN B GEORGE
Julia Alderson
RICHARD JOHN FERRARO
EDWARD REAMY PITTMAN
Marc Anthony Hinson
ERIC FOSTER NOST
THOMAS YUNSANG CHO
PAMELA REYNOLDS HODGES
Joshua Trevor Long
Kimberly Ann Bennett
JOHN AVIS BLACK
BRIAN DAVID MANETZ
Maeghaen Goss Eley
JOHN BARKLEY WALLIN
WILLIS KEITH HUDGINS
Bryce Allen Fulford
MORGAN WADE ALLEY
Jacob Lucas Edwards
JOHN MARK MONROE
Christopher Reed Tripp
WILLIAM MICHAEL MULLINS
KEVIN PATRICK HUSSEY
Kylisa Denise Harris
Shelton Vincent Glaze
Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
SUSAN TOLBERT FOX
GEORGE THOMAS HASKINS
ELIZABETH OAKEY LAYMAN

Within 25 miles of Kilmarnock, VA, Best Investors lists 15 registered investment advisory firms with 18 offices nearby, managing about $4.80T in combined regulatory AUM across 268,418 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 Kilmarnock

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM