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Best financial advisors in Old Somerset, VA

Registered advisers within 25 miles of Old Somerset, VA.

Offices
146
Firms
87
Combined AUM
$9.46T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,392,063 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CHAKRABORTY CAPITAL LLC
&PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORNERSTONE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SAPERE WEALTH MANAGEMENT, LLC
VIRGINIA INVESTMENT ADVISORY, INC.
STURMAN WEALTH ADVISORS
MASONRY CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
RUGBY ASSOCIATES, L.L.C.
REDE WEALTH, LLC

Investors

James Sidney Clark
JOHN RILEY SMITH
JONATHAN NATHANIEL CHASEN
PATRICK NICOLAUS CARROLL
NOAH CHAPMAN ELIAS
CRYSTAL GORMUS MARTIN
HEATHER NADEAU
Nicholas Christian Palmer
SCOTT MICHAEL PATTERSON
CAROL FLOYD HAM
GLENN C BANNAN
MARTIN J HARAR
DANIEL BURKE SHEEHAN
Bryan O Vides
Laura Fraser
THOMAS F FULLMAN
BROCK PETRIE
NELSON S HAM
MARY E MEGGINSON
JOHN Laurence DOZIER
GARDNER L BLOEMERS
Stephanie Griffith Lyman
BRIAN COFFING
JENNIFER R PATTERSON
PAMELA COLE FRIEDMAN
THERESA PANNELL HAMMOCK
richard e monroe
Julija Prousalis
CHRISTOPHER THOMAS PAOLETTI
GREGORY MARK SWITZER
Richard Stanley Carroll
Todd Preston Saunders
GARNETT LEE RIDDLE
Kevin Dee Sparacino
JOSEPH BAXTER PLATT
Julianne Parrish DeVarennes
MEGAN ELIZABETH SHIFFLETT
SUSAN JOHANNA ROGERS
Tracey Kirsteen Collins
Daniel Alexander Buckman
GREGORY LAURICK BARTLESKI
STEVEN JAMES ENGEL
MARYANNA LOUISE GILMER
Antoinette Lucas
ROBERT DAVID THOMPSON
JEFFREY HOWELL BURTON
KEVIN ASHTON WELLS
LOUISE COBB HOPKINS
STEPHEN ROBERT PURDY
TODD ANTHONY STURMAN
Howard Jay Cranford
Clay Joseph Sefter
MARK ANDREW MEULENBERG
Brad Lovingood
STEPHEN JAMES MCNAUGHTON
MATTHEW H DAWSON

Within 25 miles of Old Somerset, VA, Best Investors lists 87 registered investment advisory firms with 146 offices nearby, managing about $9.46T in combined regulatory AUM across 2,392,063 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 Old Somerset

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM