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Best financial advisors in Lancaster, VA

Registered advisers within 25 miles of Lancaster, VA.

Offices
18
Firms
14
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
251K
251,077 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

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

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
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
Marc Anthony Hinson
ERIC FOSTER NOST
JOHN MARK MONROE
KEVIN PATRICK HUSSEY
WILLIAM MICHAEL MULLINS
Jacob Lucas Edwards
MORGAN WADE ALLEY
Christopher Reed Tripp
Robert James Lawrence
Catherine Wilkerson Snyder
Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
Shelton Vincent Glaze
Kylisa Denise Harris
LINDA MOODY MUSE

Within 25 miles of Lancaster, VA, Best Investors lists 14 registered investment advisory firms with 18 offices nearby, managing about $2.94T in combined regulatory AUM across 251,077 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 Lancaster

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 HBW ADVISORY SERVICES LLC 12 clients · 70 advisers $1.75B AUM