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Best financial advisors in Midlothian, VA

Registered advisers within 25 miles of Midlothian, VA.

Offices
558
Firms
240
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,120,500 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

EMPIRE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
JUST A CONVERSATION, LLC
FINANCIAL ADVISORS OF VIRGINIA
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
ALLSTATE FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

DANIEL RYAN DOUGLAS
LUCAS WALTER JONES
JAMES FREDERICK COLLINS
BRIAN THOMAS HENNAMAN
PETER ANDREW BREARLEY
Juliette Raquel Sykes
WAYNE EMERSON LEE
ELISABETH MICHELLE POORE
Jill Ann Jeter
RONALD LINWOOD BELL
Bradford Logan Gregg
Christopher Weller
HOPE BRYSON WOOLWINE
SCOTT DOUGLAS REISENWEAVER
MARK CURTIS GOTTSCHALK
Shawn Timothy McDonald Doran
Donald Bruce Everette
Lafayette David Johnson
Brandon Lee Pope
Jesse Joon Young Heikkinen
Timothy Baird
TODD E EICHMAN
CRAIG STEVEN DEAN
Bruce Conrad Willard
JEFFREY NORMAN JONES
Daniel Edward Halpin
Ashli Alisa Luse
David De La Ree Valencia
BRAD AARON SWARTZWELDER
KEVIN D WILLIAMSON
Maura Norford
CHARLES OWEN RICKETTS
Weslie Green-Mineart
Emily Woods
CHRISTOPHER AMSBARG BRENNAN
ADAM JAMES WILLIAMSON
LANE MICHAEL WILSON
JOHN M GARTHAFFNER
Joseph Stemmle
Wendy Faye Poole

Within 25 miles of Midlothian, VA, Best Investors lists 240 registered investment advisory firms with 558 offices nearby, managing about $16.9T in combined regulatory AUM across 3,120,500 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 Midlothian

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM