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Best financial advisors in Palmersprings, VA

Registered advisers within 25 miles of Palmersprings, VA.

Offices
17
Firms
9
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
355K
355,435 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

BOELTE O'HARA WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Investors

KRISTINE ADAMS BOELTE
CHARLES HENRY RUSSELL
Jackson R Moseley
Jeremy Lynch
Jeremy Hart Creedle
CARMEN GALLION TAYLOR
Steven Bartholomew
Harrison H Bowlin
MICHAEL ARTHUR PUGH
STEVEN KEITH TANNER
Brittany Johnson
MATTHEW L ELAM
Charles Jeffery Perry
HOWELL ALEXANDER OGEARY
WAYNE JACK COTTRELL
RICHARD ALTLAND SPEERS
TONEY OTIS FALKNER
MATTHEW BRIEN WOODLIEF
Jonathan D White
Christopher Ryan Manning
Alexandra Kate Adams
Ava Adams
Anthony Wayne Adams
MARGIER LUE-DIETHA WHITE
Bradley Stephen Smith

Within 25 miles of Palmersprings, VA, Best Investors lists 9 registered investment advisory firms with 17 offices nearby, managing about $2.09T in combined regulatory AUM across 355,435 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 Palmersprings

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC 3 advisers $163M AUM