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Best financial advisors in Marion, VA

Registered advisers within 25 miles of Marion, VA.

Offices
10
Firms
10
Combined AUM
$2.21T
Firm-wide filings, not assets booked only here
Clients
441K
440,771 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAPITAL ADVISOR NETWORK
DAVENPORT & COMPANY LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
CREED EVANS FINANCIAL ADVISORY, LLC

Investors

Greg Sayers
WILLIAM PAUL EVANS
MARION SLEMP FLESHMAN
WILLIAM GEORGE JOHNSON
Lori Beth Ringley
Thomas Bradley Graham
William Brock Warf
JAMES AARON BARGER
Jamie June Daugherty
Rodney Dewitt Gillespie
STEVEN RALPH DAVIS
Jonah Steven Davis
JOSHUA RAY ADKINS
David Nelson Bell
BRUCE EDWARD HATCH
Jared Brett Surber
John Creed Evans

Within 25 miles of Marion, VA, Best Investors lists 10 registered investment advisory firms with 10 offices nearby, managing about $2.21T in combined regulatory AUM across 440,771 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 Marion

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM