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Best financial advisors in Montpelier, VA

Registered advisers within 25 miles of Montpelier, VA.

Offices
453
Firms
213
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,002 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
MML INVESTORS SERVICES, LLC
HUB INVESTMENT PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
STRATHMORE CAPITAL ADVISORS
CARLSON FINANCIAL
FIRST CITIZENS INVESTOR SERVICES, INC.
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

Ashley S Williams
Justin Andrew Williams
RONALD LEWIS POINDEXTER
Elizabeth Windsor Thompson
ANDREW B JOYNER
TIMOTHY JAMES THOMPSON
Kenneth Edward Moorefield
DEBORAH STEWART NUTTYCOMBE
DEAN ARNOLD HARDY
Philip Conjerti
BRIAN Harrison PULSIFER
Tate Daniel Chatham
JAMES IMBODEN FINNEY
THOMAS DAVID OGRADY
MARK A MACINNIS
MICHAEL ROBERT THOMPSON
IVAN Obra MATTOX
BRADLEY WARD GRAMM
NATHAN ALLEN LASH
JAMES T SNELL
Artis Garrett
Ryan Buckley Goss
JAMESON DANCE BUNGER
NOAH ROBERT FLETCHER
Benjamin Haynes
Tony Kunal Gomer
JOHN DIMITRIOS DRAGONAS
HOWARD DISAVINO
WILLIAM J. LACY
JAMES EDWARD SCHREIBER
LOUIS BELINKIE
JEAN ALLEN DARCY
DOUGLAS BRIAN PULSIFER
Marc-Anthony Richardson
COURTNEY ALLISON COOMBS
THOMAS GILBERT SIEBERS
David Ming Jeremiah
PAUL BERNARD HUNT
STEVEN MICHAEL FENNER
CYNTHIA DIANE HOWELL
ANTONIO TREMAINE KITT
DANIELLE RYAN DYKES
TIMOTHY DAVID HUMMEL
Erin Alkire Lambert
MICHAEL GEORGE CAMIZZI
TIMOTHY DAVIS SILVER
Bradley Tyler Schardein
EDWARD MICHAEL WARE
Coleman Jacob Fox
STEVEN ANDREW COOPER
ROY JORDAN SMITH
Leon Jiang
Eli Michael Gary
MICHAEL WILLIAM LAWSTON
ROBERT RIZZIERI CASASNOVAS
COREY TREMAIN CREECH
DEBRA D BRUCE
JOSHUA SCOTT FISHER
JAMES A KMETZ
MARCUS C RATHER
ISAAC MARCUS LUCIER
Kevin Harrison Kelly
JOANNE WHITE
EMMETT MICHAEL CORBOY
SHARRON CRUTCHFIELD ROSS
TRAVIS PAULL
ANGELICA D SNYDER
DAMON ROBERT PAULL
RICHARD DAVID ALEXANDER
MELVIN MITCHELL
CHAD RONALD LEHR
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA
Brian Andrew Wallis
Andrea Culver Brown
Daniel Edward DiCandilo
Thomas N Troie
Scott Kirk Shriver
THOMAS PAUL MARSHALL
TODD CHARLES KUIMJIAN
Thomas W Huddleston
Tyler Wills Clay
SUE C. SANDLIN-PLAEHN
MICHAEL JOSEPH WISINSKI
Philip Clyde Sessoms
Paul Pourreza-Jourshari
Daniel Morozov
Alexander Michael Stefanic
VIRGINIA LYNN PILLOW
Yulando Fitzgerald Wallace
John Franklin Lanier
Mason Butcher

Within 25 miles of Montpelier, VA, Best Investors lists 213 registered investment advisory firms with 453 offices nearby, managing about $15.2T in combined regulatory AUM across 3,117,002 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 Montpelier

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM