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Best financial advisors in Meadows Dan, VA

Registered advisers within 25 miles of Meadows Dan, VA.

Offices
20
Firms
9
Combined AUM
$2.84T
Firm-wide filings, not assets booked only here
Clients
424K
423,634 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
FORTRESS PRIVATE LEDGER, LLC
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Austin Taylor Joyce
David Leigh Cross
Patrick Wade Beauchamp
WARNER WALTER WILLIAMS
David Andrew Blevins
Ross Tanner Joyce
Tammy H Joyce
Randy Dale Joyce
Kody Easter
Rachel Elisabeth Love
MATTHEW WADE VOREH
Andi Draughn Schnuck
George Logan Draughn
ZACHARY STAN SMITH
W. SKYLER HARRISON
Kent Gravely
ANTHONY DANE SHINAULT
Dale Draughn
JOHN BATTLE PHILIPS
LARRY CRAIG BOWMAN
JESSE CARL HUDSON
Tiffany Louise Smith
LARRY JUSTIN EDWARDS
LARRY EVERETT EDWARDS
Robert Donald Elijah Morgan

Within 25 miles of Meadows Dan, VA, Best Investors lists 9 registered investment advisory firms with 20 offices nearby, managing about $2.84T in combined regulatory AUM across 423,634 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 Meadows Dan

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FORTRESS PRIVATE LEDGER, LLC 16 clients · 19 advisers $584M AUM 8 NORTHSIDE GROUP WEALTH MANAGEMENT, LLC 90 clients · 1 advisers $12.5M AUM