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Best financial advisors in Lovingston, VA

Registered advisers within 25 miles of Lovingston, VA.

Offices
25
Firms
11
Combined AUM
$4.08T
Firm-wide filings, not assets booked only here
Clients
399K
398,886 clients when Item 5C has a number
Avg / client
$10.2M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.

Investors

John Ray Gobble
Thomas Fields Soyars
MICHAEL LANDON MOLES
Dalton Logan Campbell
MARLANA DAWN LANCASTER
DAVID LEE ELMORE
LAUREN N. MUNDY
Joel Daniel Elmore
MOHIT NIGAM
JOSHUA DAVID ELMORE
ADRIAN LEA HALL
Caleb Andrew-Sanders Snider
Jonathan R Allman
MATTHEW DAVID KURZ
MICHAEL EUGENE PADUANO
David John Wall
JOSEPH EVERETTALEXANDER CARLSON
John Ralph Showalter
Bruce Chadwick Hatter
Zachary Steven Hatter
GEORGE AUTHOR MORRIS
Christopher Ashley Beverage
ROBERT PATRICK BLEVINS
JOSEPH IRVING ROSENBERGER
Joseph Eston Nesselrodt
PATRICIA FALLON KOOGLER
JOSHUA MICHAEL DEAN
Jeffrey Raymond Furman
ANDREW PAGE LILLY
Joseph Alexander Shenk
Aaron Patrick Schlappi
GINNY LEE BROWN
SETH EDWARD PRICE

Within 25 miles of Lovingston, VA, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $4.08T in combined regulatory AUM across 398,886 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 Lovingston

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM