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Best financial advisors in Powhatan, VA

Registered advisers within 25 miles of Powhatan, VA.

Offices
372
Firms
172
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,681,342 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

SILVERCREST ASSET MANAGEMENT GROUP LLC
HEARTWOOD WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
VALEO FINANCIAL ADVISORS, LLC
WELCOME HOME WEALTH ADVISORS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
FULLER WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
COBBLESTONE ASSET MANAGEMENT
THE CAPITAL MANAGEMENT CORPORATION
BDC CAPITAL MANAGEMENT, INC.

Investors

THOMAS MOORE
TRICIA HUNTER MUSTICO
SARAH FERGUSON HARRIS
EDWIN SIDNEY MARTIN
KATHRYN Jefferson PRUITT
BENJAMIN FOWLER GURLEY
WESLEY BRENT KAUFMAN
STEPHEN TIMOTHY CLARKE
Susan Musselman Norfleet
BRIAN M CANN
WILLIAM J KAVANAGH
KENDALL DUNN AVERY
AUDRE SUZANNE ROBERTSON
JONATHAN D'ALTON THIBODEAUX
BARBARA LOUISE LONG OLEY
ELINA DENNIS
DANIEL STUART HELLER
JOHN MARION HOPPER
FRANK DOMINIC CARPIN
JAMES GEORGE STAMES
RUSSELL WARDEN GOOD
ROBERT C LONG
TYLER PRESCOTT PARHAM
MELISSA ANN BOWYER
ERIC ROBERT BARTOK
JASON GLENN PRUDEN
ERNEST LEE DAVIDSON
PAUL MALOY KELLY
KRISTOPHER THOMAS OLEXY
JACOB ALBERT CHARLWOOD
JOSHUA ALLEN HUTCHINSON
CATHERINE LOUISE DANFORD
Joseph Michael Smiley
MATTHEW A. TATUM
HEATHER LAMBERT
JENNIFER CHILDREY SMITH
ANNE MEREDITH MCQUAIL
JOHN TAITAGUE
CHARLES BRADSHAW
JOEL STIFF
CRYSTAL FARRIS
TIMOTHY HUGHES MULLINS
PAULA BRIDGMAN
THOMAS KRAHE
GEORGE MANN GORDON
SARAH KYLE
PHILIP JAMES WALLIN
Ashton Pocta
RALPH HORTON SHORT
TIMOTHY ALEXANDER SHORT
Kevin Clark
Joel Morrison Winbigler
Daniel James Smith
Thomas Paul Hughes
Patricia Talento Campbell
Michael Griffin
Aimee Nekol Malloy
ANDREA SAUNDERS
ALISA HUX ISENHOWER
ROBERT BRADEN
BRENDA LAVERNE FEACHER
BRANDON FREDMAN
TOBY LEE POWELL
AMANDA LORRAINE GUST
SCOTT FREDERICK BLANCHARD
RONDA WALKER HOUSTON
CRAIG STEVEN BURTIS
STEVEN SCHULTZ
GERARDO GUZMAN
PAIGE REESE HARRISON
PARKER JEFFREY
WENDELL B FULLER
MICHAEL PATRICK CASEY
SHARON MARY TALARICO
ERIC WARREN JACKSON
RONALD KENNETH STACK
RICHARD ROBERT KRAFCIK
JASON DODZIK
Tracy Leah Leeper
PAMELA CATHERINE SIMMS
TIMOTHY COLIN CALL
SCOTT R DAVILA
MARK WOODWARD LIVESAY
Maria Lavrentyeva
Benjamin Stanhope Wood
GARY WAYNE WOOD

Within 25 miles of Powhatan, VA, Best Investors lists 172 registered investment advisory firms with 372 offices nearby, managing about $11.7T in combined regulatory AUM across 2,681,342 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 Powhatan

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM