Best financial advisors in Mathews, VA

Registered advisers within 25 miles of Mathews, VA.

Offices

85

Firms

41

Combined AUM

$9.05T

Firm-wide filings, not assets booked only here

Clients

1.57M

1,566,208 clients when Item 5C has a number

Avg / client

$5.78M

Combined AUM ÷ clients

Nearby offices

DESTINY MONEY MANAGEMENT

10514 BUCKLEY HALL ROAD
MATHEWS, VA 23109

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

10.6 miles away

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

10.8 miles away

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

11.7 miles away

EDWARD JONES

2922 GEORGE WASHINGTON MEM HWY
Hayes, VA 23072

13.9 miles away

MWA INVESTMENTS, LLC

127 TABBS CHOICE ROAD
WHITE STONE, VA 22578

14.8 miles away

EDWARD JONES

447 Chesapeake Dr
Whitestone, VA 22578-2685

15.2 miles away

MONROE CAPITAL PARTNERS, LLC

4507 IRVINGTON ROAD, SUITE 100
IRVINGTON, VA 22480

16.5 miles away

ETB CONSULTING

4395 IRVINGTON ROAD
IRVINGTON, VA 22480

16.5 miles away

DAVENPORT & COMPANY LLC

141 Technology Park Drive
Kilmarnock, VA 22482

18.5 miles away

EDWARD JONES

7621 G WASHINGTON MEM HWY SUITE B
YORKTOWN, VA 23692

19.1 miles away

LPL FINANCIAL LLC

100 S. MAIN STREET
KILMARNOCK, VA 22482

19.3 miles away

OYSTER CREEK CAPITAL

160 CROSS STREET
URBANNA, VA 23175

19.4 miles away

LPL FINANCIAL LLC

87 N MAIN STREET
KILMARNOCK, VA 22482

19.6 miles away

OSAIC INSTITUTIONS, INC.

97 NORTH MAIN ST
KILMARNOCK, VA 22482

19.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

201 N MAIN ST
KILMARNOCK, VA 22482

19.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 AMORY LN
YORKTOWN, VA 23692

STATE FARM INVESTMENT MANAGEMENT CORP.

121 Grafton Station Ln Ste G
Yorktown, VA 23692

20.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4521 George Washington Mem Hwy
Yorktown, VA 23692

20.9 miles away

EQUITABLE ADVISORS, LLC

4030 G WASHINGTON MEM HWY SUITE D
YORKTOWN, VA 23692

21.3 miles away

Firms

DESTINY MONEY MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

MWA INVESTMENTS, LLC

MONROE CAPITAL PARTNERS, LLC

DAVENPORT & COMPANY LLC

OYSTER CREEK CAPITAL

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

Investors

Kylisa Denise Harris

Shelton Vincent Glaze

Nathan Daniel Ferrell Hansen

Matthew Fletcher Williams

Sandra Ann Mickelborough

Carlos J Britos

MORGAN WADE ALLEY

Jacob Lucas Edwards

JOHN MARK MONROE

THOMAS YUNSANG CHO

PAMELA REYNOLDS HODGES

Joshua Trevor Long

Kimberly Ann Bennett

JOHN AVIS BLACK

BRIAN DAVID MANETZ

Maeghaen Goss Eley

JOHN BARKLEY WALLIN

WILLIS KEITH HUDGINS

Bryce Allen Fulford

Franklin Roy Belvin

Marc Anthony Hinson

ERIC FOSTER NOST

KEVIN PATRICK HUSSEY

RICHARD JOHN FERRARO

EDWARD REAMY PITTMAN

MICHELE T FAULKNER

CRESTON WELBY SAUNDERS

JACKSON PATRICK NEAL

DAWN MARIE DARRALL

THOMAS ANDREW GANUN

DEBORAH ANN FLORES

DAYTON JAMES WIESE

TREVOR DAVIS JONES

STERLING ROBERT BRIGHTMAN

Within 25 miles of Mathews, VA, Best Investors lists 41 registered investment advisory firms with 85 offices nearby, managing about $9.05T in combined regulatory AUM across 1,566,208 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 Mathews

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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