Best Investors Account Sign in

Best financial advisors in Plain View, VA

Registered advisers within 25 miles of Plain View, VA.

Offices
76
Firms
37
Combined AUM
$8.43T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,261,080 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

TENZING FINANCIAL LLC
BAY RIVERS GROUP WEALTH PARTNERS
SANCTUARY ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
PBMARES WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
SOWELL MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
APELLA WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC

Investors

HAROLD H PHILIPSEN
TRACY LYN SHACKELFORD
Robert Upchurch Kohn
Charles Lucy
ALAN Lawrence BRODERICK
Bruce Albert Lemley
Will Payton Gibson
CHRISTOPHER D WALLS
NORMAN WINSTON WATTERS
WILLIAM G OUZTS
SOPHIA VERDEKAL O'NEAL
ANTOINETTE WILLIAMS
WILLIAM GARRETT OUZTS
MELODY P GLASS
STEADMAN FORREST KNIGHT
BRIDGET THERESA DOANE
NIKKI NUNES
CHRISTY RENE HINSON-HOLLOWAY
KEITH COLLINS REAGAN
David P DeBlass
Travis Lee Collins
Antonija Pocrnja Simpson
ARTHUR DANIEL CHAMBERS
DEANN Miles RINEHART
Christopher Parker
Zachary Martin Sprinkle
WAYLON BRUCE JACKSON
DAVID EUGENE BUSH
VICTORIA C LYTTLE
CAROLYN PATRICIA MENKER
Connor Myron Ware
LYLE KENNEDY SCHIAVONE
Carter Bryant Easley
SHELLY HAAS BRADEN
ALBERT DUANE HASKINS
TANYA ELIZABETH BATTLE
Lauren Thorpe Hunter
IRIS COHEN PORUSH
WALTER SCOTT MOWRY
GEORGE ANDREW WRIGHT
Thomas Clay Mowry
SHANNON CONNER CRANK
SHEILA SEBASTIAN POWERS
ESTRELLITA DUCELLA ZAMORA
Patricia Talento Campbell
KIMBERLY QUINETTE TINSLEY
DANIEL LOFTIN CARLILE
BARBARA LLOYDETTE SPADY
MELISSA ANN FLETCHER
Thomas Francis Vitaletti
Chad Parker Kozoyed
Joel Henry Pope
Thomas Silvio Vitaletti
SEAN FRANCIS DRISCOLL
Daniel James Kita
PATRICK ALBERT FAULKNER
CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER
Beth L Brauner
DAVID ROSS CLEMENS
PETER JAMES KOKOLIS
JOHN JAMES KOKOLIS
LARRY STEPHEN GOLUB
CHARLES WILLIAM HARTMAN
KAILEN ELIZABETH GILDERSLEEVE DENTON
MELANIE SHEARIN WALTON
Mitchell Ford Harry
SPASKA GEORGIEVA BOYANOVA
Lynne Fahrmeier Williams
ANDREW J CHESS
Corrie Elizabeth Goodwin
MICHELLE DAWN HILSTROM
SHANNON TRACEY CHITTENDEN
DENNIS SNOWDEN WILT
Jamie Stallings
RICHARD WILLIAM MAURER
ASHWIN ANDREW SEETHARAM MARTIN
MARIO JAMES KOKOLIS

Within 25 miles of Plain View, VA, Best Investors lists 37 registered investment advisory firms with 76 offices nearby, managing about $8.43T in combined regulatory AUM across 1,261,080 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 Plain View

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