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Best financial advisors in Palmyra, VA

Registered advisers within 25 miles of Palmyra, VA.

Offices
135
Firms
87
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,389,831 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL OF OMAHA INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CORNERSTONE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SAPERE WEALTH MANAGEMENT, LLC
REDE WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

BRUCE W ARNOLD
GREGORY LAURICK BARTLESKI
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
STEVEN JAMES ENGEL
MARYANNA LOUISE GILMER
Antoinette Lucas
ROBERT DAVID THOMPSON
JEFFREY HOWELL BURTON
KEVIN ASHTON WELLS
LOUISE COBB HOPKINS
STEPHEN JAMES MCNAUGHTON
MATTHEW H DAWSON
Thomas Elliott Jackson
BRITT EDWARD HOCKENBERRY
CHENCHEN YIN
Julianne Parrish DeVarennes
MEGAN ELIZABETH SHIFFLETT
SUSAN JOHANNA ROGERS
Tracey Kirsteen Collins
Daniel Alexander Buckman
James Sidney Clark
Jose Manuel Leon Garcia
Caroline Taylor Dominguez
Vincent Nicholas Arcuri
John Patrick Hamilton
Edward Lee
STEPHANIE L LOVRIA
MARTESE WILKES
MICHAEL LEE GILBERT

Within 25 miles of Palmyra, VA, Best Investors lists 87 registered investment advisory firms with 135 offices nearby, managing about $10.8T in combined regulatory AUM across 2,389,831 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 Palmyra

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