Best financial advisors in Madison, VA

Registered advisers within 25 miles of Madison, VA.

Offices

86

Firms

44

Combined AUM

$8.22T

Firm-wide filings, not assets booked only here

Clients

1.98M

1,984,743 clients when Item 5C has a number

Avg / client

$4.14M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

320 North Main Street
Madison, VA 22727

WELLS FARGO CLEARING SERVICES, LLC

1264 N MAIN ST
MADISON, VA 22727

STATE FARM INVESTMENT MANAGEMENT CORP.

305 N. Madison Rd
Orange, VA 22960

EDWARD JONES

118 WEST MAIN ST
ORANGE, VA 22960

STATE FARM INVESTMENT MANAGEMENT CORP.

8767 Seminole Trl Ste 104
Ruckersville, VA 22968

10.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8341 SEMINOLE TRL
RUCKERSVILLE, VA 22968

11.2 miles away

EDWARD JONES

111 S MAIN ST
GORDONSVILLE, VA 22942

13.5 miles away

EDWARD JONES

5928 SEMINOLE TRAIL SUITE 106
BARBOURSVILLE, VA 22923

13.5 miles away

EDWARD JONES

420 Southridge Parkway Ste 108
Culpeper, VA 22701

13.6 miles away

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CUSPEPER, VA 22701

13.8 miles away

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CULPEPER, VA 22701

13.8 miles away

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LANE SUITE 3210
CUPEPER, VA 22701

14.1 miles away

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LA
CULPEPPER, VA 22701

14.1 miles away

D.A. DAVIDSON & CO.

1300 SUNSET BLVD. SUITE 3220
CULPEPER, VA 22701

14.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

401 Madison Rd
Culpeper, VA 22701

14.8 miles away

LPL FINANCIAL LLC

201 WATERS PL STE 106
CULPEPER, VA 22701

15.4 miles away

EDWARD JONES

237 EAST DAVIS STREET SUITE 100
CULPEPER, VA 22701

15.5 miles away

LPL FINANCIAL LLC

309 N. MAIN STREET
CULPEPER, VA 22701-3277

15.6 miles away

THIRD MILLENNIUM ADVISORS, INC.

4493 STONY POINT ROAD
BARBOURSVILLE, VA 22923-2119

15.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

332 James Madison Hwy
Culpeper, VA 22701

16.1 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEVEL FOUR ADVISORY SERVICES

TRUIST ADVISORY SERVICES, INC.

D.A. DAVIDSON & CO.

LPL FINANCIAL LLC

THIRD MILLENNIUM ADVISORS, INC.

Investors

ETHAN MICHAEL LOHR

GREGORY MICHAEL LOHR

RYAN COLE MIRACLE

Jessica Bridges Martin

Jeffrey Scott Earnhardt

Shaylyne Elaine Gough

CYNTHIA LYNN SHIFFLETT

Conner D Forster

Tyler Lamont Herring

Korby Deveston Griffith

Marianne Louise Shepard

Phillip T Lennon

Cindy Lee Rickett

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

Jordan E Walther

Within 25 miles of Madison, VA, Best Investors lists 44 registered investment advisory firms with 86 offices nearby, managing about $8.22T in combined regulatory AUM across 1,984,743 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 Madison

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM