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Best financial advisors in Newport, VA

Registered advisers within 25 miles of Newport, VA.

Offices
62
Firms
29
Combined AUM
$4.71T
Firm-wide filings, not assets booked only here
Clients
657K
657,097 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VERITY ASSET MANAGEMENT
D.A. DAVIDSON & CO.
KINGSVIEW WEALTH MANAGEMENT, LLC
SLAGEL INVESTMENT MANAGEMENT
OLIO FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
OSAIC INSTITUTIONS, INC.
BCG SECURITIES, INC.

Investors

BRODY SIMMONS
Meghan Drew Kuczmarski
MACKENZI ASHTON HONAKER
ROGER STANLEY PERKINS
JAMES ROBERT BARNES
Rhonada Katherine Weaver
James Macdonald
BRIAN NORMAN MOORE
JEFFREY CLAY TEMPLEMAN
John Clinton Rudd
Paul Edward Torgersen
MICHAEL NEWPORT CREAMER
Heidi Lynne Hawes
Trevor Scott Gray
ZACHARY TANNER SLAGEL
Kelly Elisabeth Ryan
Amanda Kathryn Ansell
AMY ELIZABETH MOORE
Sarah Boyle Racek
Rachel Renee Potters
Nicholas Scott Javins
JEREMIAH ROBERT CLARKE
LELAND SCOTT GILL
JAMES PAUL KERN
JOSHUA BRANDON WEBB
Cory Scott Byrd
Michael Gentry Semones
JESSEE RAYMOND HARRELL
EMMA KENNEDY SEMONES
MICHAEL GREGOIRE
RYAN NICHOLAS WEBB
TAMMY SHALENE MASSIE
JAMES NEIL COOPER
MATTHEW GENTRY SEMONES
RYAN SEMONES
TIMOTHY JOHN KNOTT
JARET CLINTON MUTTER
Patrick Moran
BENJAMIN CRAIG JACKSON

Within 25 miles of Newport, VA, Best Investors lists 29 registered investment advisory firms with 62 offices nearby, managing about $4.71T in combined regulatory AUM across 657,097 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 Newport

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM