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Best financial advisors in Locust Dale, VA

Registered advisers within 25 miles of Locust Dale, VA.

Offices
27
Firms
12
Combined AUM
$4.84T
Firm-wide filings, not assets booked only here
Clients
283K
282,626 clients when Item 5C has a number
Avg / client
$17.1M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LEVEL FOUR ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THIRD MILLENNIUM ADVISORS, INC.

Investors

RYAN COLE MIRACLE
ETHAN MICHAEL LOHR
GREGORY MICHAEL LOHR
Jessica Bridges Martin
Jeffrey Scott Earnhardt
Shaylyne Elaine Gough
Phillip T Lennon
Kyle Vrhovac
Cindy Lee Rickett
CATHY LYNN POE
JOHN DOMINIC ZALESKI
RICHARD TODD HARRINGTON
KEITH ANDREW O'BRIEN
STEVEN CLARK KORNICKER
DARIUS MANUCHER VESUNA
Carolyn Bittenbender Poling
Tricia Hammer Hulsey
BOBBIE DEAN BASCOMBE
Thomas Kyle Linski
GILLETTE KEITH HARRIS
ALLEN GRIFFEY
Jordan E Walther
CYNTHIA LYNN SHIFFLETT
Tyler Lamont Herring
Conner D Forster
Korby Deveston Griffith
Marianne Louise Shepard

Within 25 miles of Locust Dale, VA, Best Investors lists 12 registered investment advisory firms with 27 offices nearby, managing about $4.84T in combined regulatory AUM across 282,626 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 Locust Dale

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM