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Best financial advisors in King And Queen Court House, VA

Registered advisers within 25 miles of King And Queen Court House, VA.

Offices
18
Firms
11
Combined AUM
$2.55T
Firm-wide filings, not assets booked only here
Clients
244K
243,766 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OYSTER CREEK CAPITAL
LPL FINANCIAL LLC
SEM WEALTH MANAGEMENT
ETB CONSULTING
MONROE CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DAVENPORT & COMPANY LLC
INTERACTIVE FINANCIAL ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.

Investors

Robert James Lawrence
Catherine Wilkerson Snyder
KEVIN PATRICK HUSSEY
WILLIAM BERNARD KING
JEROME MAURICE NEWBILL
GARLAND MURPHY SCOTT
Edward Ralph Dudley
BRENT B BARTH
ROBERT ELVIN WILSON
JOHN MARK MONROE
REBECCA MCCRAW RINGLEY
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
WILLIAM MICHAEL MULLINS
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
Jacob Lucas Edwards
Marc Anthony Hinson
ERIC FOSTER NOST

Within 25 miles of King And Queen Court House, VA, Best Investors lists 11 registered investment advisory firms with 18 offices nearby, managing about $2.55T in combined regulatory AUM across 243,766 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 King And Queen Court House

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 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 SEM WEALTH MANAGEMENT 9 advisers $933M AUM 8 INTERACTIVE FINANCIAL ADVISORS 20 clients · 35 advisers $240M AUM