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Best financial advisors in New Kent, VA

Registered advisers within 25 miles of New Kent, VA.

Offices
150
Firms
76
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.36M
1,356,493 clients when Item 5C has a number
Avg / client
$7.93M
Combined AUM ÷ clients

Nearby offices

Firms

SEM WEALTH MANAGEMENT
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BALLARDSVILLE INVESTMENT ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRADIENT ADVISORS, LLC
EAGLE STRATEGIES LLC

Investors

GARLAND MURPHY SCOTT
Edward Ralph Dudley
ROBERT ELVIN WILSON
REBECCA MCCRAW RINGLEY
WILLIAM JOSEPH HOPKE
Robert James Lawrence
WILLIAM BERNARD KING
JEROME MAURICE NEWBILL
MARK WOLF
RO-DERRICK VICENTE BRANCH
Virginia Hendrick Mohn
Steven Randall Mohn
JOHN ERIC BANNON
BRENT B BARTH
Randall Spencer Teerlink
Brian P Groves
ALEC MICHAEL LOMBARDOZZI
CORNELL EDWARD SMITH
CHRISTOPHER MICHAEL SPEARMAN
CHRISTOPHER DENNIS
DOUGLAS LEE HARTZ
JASON THOMAS BLOUNT
Stephen Jordan Walton
JOVAN EDWARD COKER
Kevin M Patterson
Lindsay Burke Burnette
Lesemann P Marshall

Within 25 miles of New Kent, VA, Best Investors lists 76 registered investment advisory firms with 150 offices nearby, managing about $10.8T in combined regulatory AUM across 1,356,493 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 New Kent

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM