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Best financial advisors in Portsmouth, VA

Registered advisers within 25 miles of Portsmouth, VA.

Offices
387
Firms
132
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,506 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
JYE WEALTH ADVISORS, LLC
W. F. ROBINS, III, LLC
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CERITY PARTNERS LLC
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
FOCUS PARTNERS WEALTH, LLC

Investors

MARK ALLEN FLORES
Omunique Owens
Antonis Panayiotou
Franisha Loranne Mootz
Michael Ray Rapay
KHYLEENA CHRISELLE KERR
Glenn Van Haislip
Lauren C Kunkle
POONAM RANI MAHESHWARI
GERALD WILLCOX
JONATHAN MIGUEL AGUILAR BERNSTEIN
ELIZABETH SARAH HOLLAND
ROBERT PAUL MARCHESANO
JAMES ANTON YOUNG
Kelsie Blake Smith
Donald Carter Smith
WILLARD FAYETTE ROBINS
MARY CHOLISH NATIELLO
KIMBERLY T HENDERSON
Michael Joseph Fowler
JENNIFER SHIELDS ANDERS
JONATHAN EDWARD MORRIS
Colin Patrick Sharp
Justin Tyler Stehle
MATTHEW TYLER FOSTER
JAMES JOHNSTON IZARD
MICHAEL PRESTON DISHAROON
Caroline Carney Good
VIRGINIA SOUTHERLAND DARDEN
KATHERINE CLAY WILLIS
JONATHAN LEE TAYLOR
JUSTIN ALLEN TOPPING
Carl Darby Kaufman
HENRY UPHAM HARRIS
ELIZABETH A DELUDE
WALKER WINFREE PHILLIPS
Wickliffe Sanford Lyne
John Garris
Devin Shaw Reed
MATTHEW R PHILIPS
John Lytle Jones
THOMAS FRANCIS XAVIER MCNALLY
Andrew Joshua Avery
PAUL AARON FERWERDA
STEPHEN JAMES BOWERY
AMIE SLATON BATY
MARK RANDALL WARDEN
DANIEL FRALIN POWELL
Wayne Turner House
Daniel John Pizetoski
Ryan Stallard
Caroline Wilkes Pace
Robert Downing Mundin
SCOTT M MCCLUNEY
LUKE HYMA SCANLAN
Kurt Wilhelm Evertz
BRIANNA THERESE SHUGHROU
ROGER HERMAN SCHEFFEL
LAWRENCE ALBERT BERNERT
AME MCCULLIN
LEAH AQUINO ECHOLS
GREGORY LEE ADDISON
BERT BURR HENDERSON
GARNELL THEODORE SCOTT
David Winston Gregg
JAMES ALLEN MILLS
Bern A Glasser
MATTHEW WESLEY CASELLA
Rasheka Smith
Cay Lynn Prescott
RACHEL LEIGH MAST
Timothy James McDaniel
ELLEN WOHLFORD ANDERSON

Within 25 miles of Portsmouth, VA, Best Investors lists 132 registered investment advisory firms with 387 offices nearby, managing about $13.2T in combined regulatory AUM across 3,049,506 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 Portsmouth

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM