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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

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPOUND27 MANAGEMENT, LLC
MARTIS CAPITAL MANAGEMENT, LLC
INVICTUS CAPITAL PARTNERS
RBC SECURITIES, INC
CORE FIDUCIARY ADVISORS
PROFOCUS INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
DCODE CAPITAL MANAGEMENT LLC
PALADIN CAPITAL MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
LASER WEALTH MANAGEMENT, LC
ARDENT VENTURE PARTNERS, LLC
THE BRYDON GROUP
IG4 CAPITAL ADVISORS US LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES

Investors

TAMBRIA THACKER
Matthew Cancino
CHRISTOPHER DAVID HARTMAN
SUSAN GREEN ROGERS
JOSEPH MICHAEL BONACCORSY
GARRY PARRANT BISHOP
Alvin Costa
JEFFREY DAVID HILWIG
JAMES EDWIN CLARK
SAMUEL NTOW ASARE
LEO CONRAD TUCKER
MARCELLO AKAIM TRIGG
BRENDAN HANNAN TRACZ
Mark Pita
ANDREW BRATTON GIBSON
KOJO DWUMFYOR GYABAAH
ERIC MICHAEL PERSCHKE
ARTHUR WILLIAM MC GRATH
Christopher Lee Moore
Marcus Augustus Harrison
Miranda Chenoweth

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