Best financial advisors in Plainview, VA

Registered advisers within 25 miles of Plainview, 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

EDWARD JONES

913 MAIN STREET
WEST POINT, VA 23181

LPL FINANCIAL LLC

3600 LA GRANGE PWKY
TOANO, VA 23168

OYSTER CREEK CAPITAL

160 CROSS STREET
URBANNA, VA 23175

10.8 miles away

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

12.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

12.4 miles away

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

304 BULIFANTS BOULEVARD SUITE 101
WILLIAMSBURG, VA 23188

12.8 miles away

LPL FINANCIAL LLC

302 BULIFANTS BLVD STE 201B
WILLIAMSBURG, VA 23188

12.8 miles away

LPL FINANCIAL LLC

205 BULIFANTS BLVD STE D
WILLIAMSBURG, VA 23188

EDWARD JONES

201 BULIFANTS BOULEVARD SUITE D
WILLIAMSBURG, VA 23188

J.P. MORGAN SECURITIES LLC

6720 Mooretown Rd
Williamsburg, VA 23188

13.2 miles away

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

13.6 miles away

SEM WEALTH MANAGEMENT

11815 Aspengraf Lane Suite B
New Kent, VA 23124

15.3 miles away

SEM WEALTH MANAGEMENT

11815 Aspengraf Lane - Suite B
New Kent, VA 23124

15.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

120 Monticello Ave Ste 200-A
Williamsburg, VA 23185

16.5 miles away

DAVENPORT & COMPANY LLC

5400 DISCOVERY PARK BLVD SUITE 301
WILLIAMSBURG, VA 23188-2882

16.6 miles away

COMMONWEALTH FINANCIAL NETWORK

5400 Discovery Park Boulevard Suite 101
Williamsburg, VA 23188

16.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

5425 DISCOVERY PARK BLVD. SUITE 102
WILLIAMSBURG, VA 23188

16.6 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

5360 Discovery Park Blvd Unit 1
Williamsburg, VA 23188

16.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1003 Richmond Rd
Willliamsburg, VA 23185

16.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

901 Richmond Road
Williamsburg, VA 23185-2821

16.8 miles away

Firms

LPL FINANCIAL LLC

OYSTER CREEK CAPITAL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

J.P. MORGAN SECURITIES LLC

SEM WEALTH MANAGEMENT

STATE FARM INVESTMENT MANAGEMENT CORP.

DAVENPORT & COMPANY LLC

COMMONWEALTH FINANCIAL NETWORK

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Robert James Lawrence

KEVIN PATRICK HUSSEY

Nathan Daniel Ferrell Hansen

Matthew Fletcher Williams

Shelton Vincent Glaze

JEFFREY PAUL DOMINGUEZ

Kevin P Mallory

MELISSA DURST MURCHISON

JASON LEE COOPRIDER

WARREN RANDOLPH MARTIN

Brandon Boyd Call

Jason Michael Blanchard

Samuel Blount Drewry

Franisha Loranne Mootz

Michael Ray Rapay

Sandra Ann Mickelborough

GARLAND MURPHY SCOTT

Edward Ralph Dudley

Michael Robert Kuebler

SHERRI LEIGH PETEFISH

DEVON MATTHEW KING

HEATHER BLACKSTON HALL

RICHARD A. HENRY

Timothy Robert Geiling

COLLEEN NICOLE STEPHENSON

ALISON BELL FOLEY

JAMES IAN MCCORMICK

Michael Connor Levenson

EVELYN PATRICIA ECKSTROM

DAVID CHARLES ANDERSON

WILLIAM RANDOLPH BOYD

SEAN JAMES ALLBURN

THOMAS JOHN PTACHICK

EMILY ELIZABETH FISCELLA

GEORGE WADE ASKEW

STUART FRANCIS HONENBERGER

Lee Michael Lehmkuhler

MATTHEW JOHN MORGAN

Blake Points Hicks

BENJAMIN DAVIS BRYAN

JOHN PRESTON WALL

DONALD BRUCE BROWN

Emily Anne Harker Smith

JOSEPH BRUCE FILKO

Blair Bradford Todd

Within 25 miles of Plainview, 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 Plainview

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