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Best financial advisors in Lake Of The Woods, VA

Registered advisers within 25 miles of Lake Of The Woods, VA.

Offices
72
Firms
31
Combined AUM
$6.93T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,159,705 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
LEVEL FOUR ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.

Investors

Yvette Elizabeth Ruiz
STEVEN GILBERT ANDREWS
james ebron
ARMELDO HERNANDEZ
JONATHAN RUSSELL HECK
NICHOLAS DANIEL FOSTER
Kelly B Sherman
Susan Lynne Mann
SHAVKAT SAFAEV
REGIS GERARD ROTHRAUFF
GEORGE FREDERICK MIGUEL ANGULO
DAVID ARNOLD BRENNAN
JONATHAN D BRENNAN
LYNDSAY JOVIANN MEIER
Sabrina Bennett Southworth
Tricia Hammer Hulsey
LEE WARREN HITCHCOCK
BOBBIE DEAN BASCOMBE
Thomas Kyle Linski
David Leland Ross
Michael Gaumond
Aaron Blackburn
James McComb
Phillip T Lennon
Kyle Vrhovac
Cindy Lee Rickett
GILLETTE KEITH HARRIS
ALLEN GRIFFEY
CATHY LYNN POE
JOHN DOMINIC ZALESKI
RICHARD TODD HARRINGTON
Jordan E Walther
KEITH ANDREW O'BRIEN

Within 25 miles of Lake Of The Woods, VA, Best Investors lists 31 registered investment advisory firms with 72 offices nearby, managing about $6.93T in combined regulatory AUM across 1,159,705 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 Lake Of The Woods

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM