Best financial advisors in Mount Crawford, VA

Registered advisers within 25 miles of Mount Crawford, VA.

Offices

103

Firms

35

Combined AUM

$6.38T

Firm-wide filings, not assets booked only here

Clients

606K

605,756 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

DAVENPORT & COMPANY LLC

21 Carpenter Lane Suite 101
Harrisonburg, VA 22801

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

D.A. DAVIDSON & CO.

1925 STONE SPRING RD
HARRISONBURG, VA 22801

EDWARD JONES

1450 Brookhaven Dr
Harrisonburg, VA 22801

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Drive Suite 110
Harrisonburg, VA 22801

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Dr Suite 110
Harrisonburg, VA 22801

CREATIVE FINANCIAL DESIGNS, INC.

31 Southgate Ct Suite 202
HARRISONBURG, VA 22801

EDWARD JONES

121 A NORTH MAIN STREET
BRIDGEWATER, VA 22812

EDWARD JONES

5 KILLDEER LN
DAYTON, VA 22821

OSAIC INSTITUTIONS, INC.

80 CROSS KEYS ROAD
HARRISONBURG, VA 22801

WELLS FARGO CLEARING SERVICES, LLC

1795 S MAIN ST
HARRISONBURG, VA 22801

COMMONWEALTH FINANCIAL NETWORK

305 Lucy Drive
Harrisonburg, VA 22801

AMERIPRISE FINANCIAL SERVICES, LLC

560 NEFF AVE STE 400
HARRISONBURG, VA 22801-8027

EDWARD JONES

560 NEFF AVE SUITE 100
HARRISONBURG, VA 22801-8017

LPL FINANCIAL LLC

563 NEFF AVE, STE B
HARRISONBURG, VA 22801

LPL FINANCIAL LLC

1925 RESERVOIR STREET
HARRISONBURG, VA 22801

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

420 NEFF AVENUE SUITE 215
HARRISONBURG, VA 22801

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

420 Neff Ave Ste 215
Harrisonburg, VA 22801

AMERIPRISE FINANCIAL SERVICES, LLC

373 Neff Ave
Harrisonburg, VA 22801-3430

LPL FINANCIAL LLC

370 NEFF AVE UNIT P STE 8
HARRISONBURG, VA 22801

Firms

DAVENPORT & COMPANY LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

D.A. DAVIDSON & CO.

ACORN FINANCIAL ADVISORY SERVICES, INC.

CREATIVE FINANCIAL DESIGNS, INC.

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Mindy Kay Schwartz

RAYMOND EUGENE GAY

Sean Michael Philpott

James Jordan White

Rachael Elizabeth Sauder

NICHOLE MICHELLE WHATLEY

TRAVIS FREDERICK MARSHALL

Sonia Velasquez Shifflett

Donald Franklin Heishman

SHANNON DALE WARE

BENJAMIN TODD GLENN

Robert Craig Wheatley

Joshua Kent Defnall

Matthew D Armentrout

Christian T Alger

GREGORY JOHN CULL

MATTHEW PAUL BOLLINGER

OWEN FRANKLIN SHOWALTER

CHRISTINE ELAINE WORONTZOFF

KATIE BETH WILKINS

MARK ANTHONY BRENNEMAN

JEANETTE LYNN SHOWALTER

BOYD BRIAN BURKHOLDER

KELLY BURKHOLDER

TYLER EDWARD DEPUTY

Heather Marie Hardy

Kaeley Grae Moran

Amelia Mae Catoe

Kathy Lou Armentrout

Timothy Hurst Leach

CAMERON BRET KERNS

ROSS EDWARD SHULL

RANDGUEM ELWOOD BAKER

DAVID ANTHONY RAO

LISA DAWN HASLER

MICHAEL ALAN BOWEN

RANDALL WAYNE NUTTER

Within 25 miles of Mount Crawford, VA, Best Investors lists 35 registered investment advisory firms with 103 offices nearby, managing about $6.38T in combined regulatory AUM across 605,756 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 Mount Crawford

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM