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Best financial advisors in Lexington, VA

Registered advisers within 25 miles of Lexington, VA.

Offices
15
Firms
10
Combined AUM
$4.56T
Firm-wide filings, not assets booked only here
Clients
437K
436,873 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDIVISIBLE PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
TREGER & ASSOCIATES

Investors

MICHAEL RICHARD MEADS
ERNEST EDWARD KENNEDY
MICHELLE LYNNETTE LONG
WILLIAM JEACEB SORRELS
Danny Charles Vance
Samuel Roy Stockstill
Jennifer Hanna Williams
Bridgett Renee Womack Beasley
David Jerit Hansen
FONDA MOORE COFFEY
CATHERINE SHANER CARLOCK
George S Daugharty
Daniel L Dickman
PAMELA SHIELDS COLE
Christina Harris
James Matthew Woodford
STEPHEN C HOSTETLER
ROBERT PATRICK BLEVINS
FRANK WILSON FRIEDMAN
NEIL THOMAS TREGER

Within 25 miles of Lexington, VA, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $4.56T in combined regulatory AUM across 436,873 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 Lexington

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

1 CAPTRUST 963 advisers $1.24T 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 STONEX ADVISORS INC. 52 clients · 242 advisers $5.09B AUM