Best Investors Account Sign in

Best financial advisors in Moneta, VA

Registered advisers within 25 miles of Moneta, VA.

Offices
145
Firms
65
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,142,829 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

LOMBARD ADVISERS INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
D.A. DAVIDSON & CO.
INTERCAROLINA FINANCIAL SERVICES, INC.
UPWARD FINANCIAL PLANNING
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LEVEL FOUR ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC

Investors

Jon Mark Dabareiner
Amy Coley Stone
Journard Dennis Collins
HOLLY HAYDEN TUCK
MATTHEW MITCHELL KRYCINSKI
Ryan Andrew Kirkpatrick
Mark Dominic Minuto
Chad A Craven
Susan Frances Balderson
MARCUS DALE KINDLEY
Daniel Ryan Colston
Crystal Lynn Knuttgen
Gretchen Weinnig Beedle
Bryan Neil Zimmerman
JOHN B CONNER
Jacob Beekman
WESLEY A BRUGH
Jamie L McCadden
Nathan Wallace
AMANDA LYVETTE ROBINSON
GABRIEL EDWARD MAXWELL
Christopher Sterling Yeakel
Michelle Renee' Atkins Yost
CHRISTOPHER RAY WRIGHT
Carl Matthew Grove
Carl Jacob Grove
JASON DOYLE FLETCHER
STEVEN JOSEPH DEVLIN
ROBERT DONALD FRAIM
Michael Nathan Hudgins
WILLIAM ANDERSON STONE
Christopher Ryan Owen
CHRISTOPHER MICHAEL WALTERS
TAMMY RATLIFF SPRADLIN
MARNEY JONES HEATH
WILLIAM JUDSON HENDRICKSON
BRANDON MICHAEL LACROIX
MICHAELA ERIN FRANTZ
CLARK AUSTIN LEMASTER
Kate Spradlin Failla
Edward Anson Bartlett
Gatis Zigats
HADEN THURSTON DUDLEY
John William Rader

Within 25 miles of Moneta, VA, Best Investors lists 65 registered investment advisory firms with 145 offices nearby, managing about $11.1T in combined regulatory AUM across 2,142,829 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 Moneta

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM