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Best financial advisors in Lynchburg, VA

Registered advisers within 25 miles of Lynchburg, VA.

Offices
111
Firms
58
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
813K
813,060 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STONEX ADVISORS INC.
DAVENPORT & COMPANY LLC
CAPTRUST
RAYMOND JAMES & ASSOCIATES, INC.
MONTVUE CAPITAL MANAGEMENT, INC.
LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH ADVISOR LLC
BROWN EDWARDS WEALTH STRATEGIES
ADVANTA WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
D.A. DAVIDSON & CO.
TRUIST ADVISORY SERVICES, INC.

Investors

Caleb Joseph McEniry
ROY ANTHONY ROBERSON
FREDDIE LEE BARBOUR
JOHN MICHAEL STONE
DAVID THOMAS MIDKIFF
CLIFTON BRYAN STOTT
JEFFREY SCOTT HELGESON
JEFFREY WILLIAM MYERS
BENJAMIN MICAJAH BERRY
DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL
HOLLY MYERS SALMON
PHILIP EDWARD PAULETTE
Jesse Ford
Abram R Halterman
JASON MICHAEL ALFORD
WILLIAM D CAPSHAW
WILLIAM RANDOLPH BARKSDALE
STEWART MARSHALL SIGLER
ANNE REECE MCVEIGH
HENRY VICTOR MILLNER
ROBERT MANNING LOFLIN
John Morton Flippin
William Winfree Paxton
MATTHEW RICHARD HASKE
Marcus Paul Borel
FRANK ROGERS VADEN
William Grayson Poats
JOHN CHADWICK WATERWORTH
Christopher Shane Blackwell
ANNE M. UMBARGER
ALAN ZANE KRAMER
SARAH UMBARGER BURNETT
JACOB CHARLES ZODY
JOSHUA DAVID STAMM
Ronald Jacob Dawson
Logan T Stamm
Jeffery J Bruffy
Branden Curtiss Bosch
Mark Clement Boccarossa
BRAD LEIGH BAILEY
ANTONY DOUGLAS ROOP
MARK EDWARD WISEMAN
JACOB DOUGLAS FAVARO
Joshua Troy Allen Leslie
HARRY SCHWARZ
RYAN ALLEN MCENTIRE
JAMES L. SPICKARD
John Matthew Kunda
KENNETH LEE HARVEY
Cody Syrek
Chelsea Nichole Vogt
DON RANDALL CARTER
Alexander Gibson
IAN ROGERS MORSE

Within 25 miles of Lynchburg, VA, Best Investors lists 58 registered investment advisory firms with 111 offices nearby, managing about $10.4T in combined regulatory AUM across 813,060 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 Lynchburg

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM