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Best financial advisors in Massies Mill, VA

Registered advisers within 25 miles of Massies Mill, VA.

Offices
45
Firms
14
Combined AUM
$5.52T
Firm-wide filings, not assets booked only here
Clients
468K
467,895 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

GINNY LEE BROWN
Thomas Fields Soyars
MICHAEL LANDON MOLES
JOSEPH EVERETTALEXANDER CARLSON
PAMELA SHIELDS COLE
Daniel L Dickman
Jeffrey Raymond Furman
John Ralph Showalter
Bruce Chadwick Hatter
Zachary Steven Hatter
David John Wall
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
Dalton Logan Campbell
GEORGE AUTHOR MORRIS
Christopher Ashley Beverage
JOHN MICHAEL SCHAEUFELE
ROBERT PATRICK BLEVINS
JOSEPH IRVING ROSENBERGER
Joseph Eston Nesselrodt
PATRICIA FALLON KOOGLER
JOSHUA MICHAEL DEAN
ANDREW PAGE LILLY
Aaron Patrick Schlappi

Within 25 miles of Massies Mill, VA, Best Investors lists 14 registered investment advisory firms with 45 offices nearby, managing about $5.52T in combined regulatory AUM across 467,895 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 Massies Mill

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM