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Best financial advisors in Oak Hill, VA

Registered advisers within 25 miles of Oak Hill, VA.

Offices
1,776
Firms
740
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,007,998 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HUGHES FINANCIAL SERVICES, LLC
RR PORTFOLIOS, LLC
WELLS FARGO CLEARING SERVICES, LLC
DREAM FINANCIAL PLANNING
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PIEDMONT WEALTH ADVISORY
UNITED CAPITAL FINANCIAL ADVISORS
WORLD INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
UNITY GROWTH FUND I LLC
ORIGIN WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
NOBLEBRIDGE WEALTH

Investors

Christopher Sheldon Kaiser
HEATHER L WILSON
BERKELEY BYRON MEREDITH
PATRICK MOORE
Eleni Milligan
Kristina Adrianna Fernandes
JO ANN CIZEK WEINHARDT
DANIEL SCOTT HUGHES
PATRICK THOMAS HUGHES
PAUL THOMAS HUGHES
Ravikanth Ranga Puttagunta
Miguel J Alvarez
Matthew T Melton
LAMAR J WATSON
JYOTI GUJRAL
MATTHEW BRYAN MARTIN
Paul Michael Bradley
DOUGLAS HART BIRNIE
JAMES ALBERT SEXTON
JOSEPH ADAM MORGAN
RYAN W BERGMANN
Shelly Ann Horwitz
DAVID CHRISTOPHER SMITH
MEREDITH VIVIENNE HAZEN
WILLIAM ROBERT FRECK
DONALD CHRISTOPHER MEGLIOLA
MARK KARL MENZEL
LINDSAY MARIE SNYDER
JUDY LIPPMAN REDPATH
JODENE LAUREN GIBBS
Christopher Allen Smith
SCOTT CHARLES SALERNO
RAYMOND CHARLES HEWLETT
STUART ALAN RAINER
DONALD DENNIS LYNCH

Within 25 miles of Oak Hill, VA, Best Investors lists 740 registered investment advisory firms with 1,776 offices nearby, managing about $21.1T in combined regulatory AUM across 4,007,998 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 Oak Hill

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM