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Best financial advisors in King William, VA

Registered advisers within 25 miles of King William, VA.

Offices
138
Firms
71
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,336,037 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SEM WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
RISE WEALTH PARTNERS LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

WILLIAM BERNARD KING
JEROME MAURICE NEWBILL
GARLAND MURPHY SCOTT
Edward Ralph Dudley
REBECCA MCCRAW RINGLEY
Virginia Hendrick Mohn
Steven Randall Mohn
JOHN ERIC BANNON
ROBERT ELVIN WILSON
Randall Spencer Teerlink
Brian P Groves
ALEC MICHAEL LOMBARDOZZI
CORNELL EDWARD SMITH
CHRISTOPHER MICHAEL SPEARMAN
Robert James Lawrence
MARK WOLF
RO-DERRICK VICENTE BRANCH
JASON THOMAS BLOUNT
ANGELIA ZENTNER SHAY
CHRISTINA MAZZELLO HORSLEY
Kevin M Patterson
Lindsay Burke Burnette
Lesemann P Marshall
WILLIAM MILTON WEIMER
MICHAEL A GREER
SCOTT ANTHONY PACIOCCO
NICHOLAS STEVEN CHAVIS
TYLER DOUGLAS WHITE
Tyler League
DECLAN MARTIN O'CONNELL
CHRISTOPHER W COX
CHRISTOPHER DENNIS

Within 25 miles of King William, VA, Best Investors lists 71 registered investment advisory firms with 138 offices nearby, managing about $10.5T in combined regulatory AUM across 1,336,037 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 William

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM