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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

LPL ENTERPRISE, LLC
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC
USADVISORS WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERITAS ADVISORY SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SOVEREIGN
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TRADERS A.I., INC.

Investors

David Alfred Holloway
LAUREN Juliano CONKRIGHT
DANNY NGUYEN
ALAA KHASHAN
MIKAEL DANIEL HALLSTROM
ALICE V MILLER
WILLIAM CLAYTON MOORE
IMRAN SHAUKAT
MORGAN BLAINE PEARSALL
ALYSSA LICHELLE ALEXANDER
SUNIL K DHARAMSI
MI HEE JUNG-CHRISTENSEN
MALCOLM JEWS
K VANESSA KEITH
NELSON MONTES TORRES
Cameron M. Ledbetter
Chong Woon Kim
GARY ALEXANDER KOROLEV
ALLEN THOMPSON TEFFT
ELIZABETH EUGENIA SULLIVAN
SHARON SUE MEYER
COLLEEN MARIE STUTZ
DEBORAH LORRAINE LEWIS
JACK M SHIAO
Erica R Moyer
TODD TULLY KREBS
NOLAN W STOKES
DAVID L MARKLEY
MARK FRANCIS ADAMS
LAUREN A BARNAK
JOHN-PAUL EVERETT MORACA
MARK M DOWNS

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