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Best financial advisors in Norfolk, VA

Registered advisers within 25 miles of Norfolk, VA.

Offices
409
Firms
143
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,788 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
HORNOR, TOWNSEND & KENT, LLC
TRUIST ADVISORY SERVICES, INC.
MONTGOMERY CAPITAL MANAGEMENT, LLC
JOSS BROWN WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINANCIAL SECURITY ADVISORY INC
PATHWAY FINANCIAL PLANNING, INC.
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.

Investors

NOLIA MCMILLIAN ANDERSON
SHARON ALLYN VINCENT
Keith Aldington Collinwood Compton
ALLEN JAMES FRALEY
DAVID WYNNE NOFFSINGER
TYLER AARON CRUZ
GREGORY FRANK EARWOOD
CHRISTOPHER IGNACIO CRUZ
TIMOTHY CARL KROSKEY
Autumn Marshall Epler
Regan Nicole Van Cura
Jonathan Epler
THOMAS H CARLSON
BROOKE GARRETT TILLER
JONATHAN CROWE WEST
KATHERINE LYNETTE BROWN
Phillip Ferguson Saunders
Angela Renee Holden
KAREN SUE MYERS
Richard Thomas Holden
Stephanie Bonniville
CHARLES FREDERICK JENKS
JESSICA JENKS HARRIS
OSCAR NAVA ALVAREZ
ERIC DEAN FROYEN
JOHN ROBERT KAINE
Randi N Johnson
Howard Douglas Lininger
JAMES MCPHERSON CUMMING
JAMES MICHAEL RILEY

Within 25 miles of Norfolk, VA, Best Investors lists 143 registered investment advisory firms with 409 offices nearby, managing about $13.9T in combined regulatory AUM across 3,049,788 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 Norfolk

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM