Best Investors Account Sign in

Best financial advisors in Powhatand, VA

Registered advisers within 25 miles of Powhatand, VA.

Offices
359
Firms
169
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,681,150 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
FINANCIAL ADVISORS OF VIRGINIA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
JUST A CONVERSATION, LLC
VERNON MANAGEMENT GROUP, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.

Investors

ELISABETH MICHELLE POORE
Jill Ann Jeter
Bradford Logan Gregg
Christopher Weller
Lafayette David Johnson
Brandon Lee Pope
Jesse Joon Young Heikkinen
PETER ANDREW BREARLEY
RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters
JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN
KELLY MAHAN BARNES
Nate Urso
Amy Callewaert Huff
ERIK JOSHUA OTT
Joseph Nathan Lively
Eva O Rennalls
WILLIAM JOSEPH HANNAN
CESAR R E MOREL
Carter Alexander Raymond
Cash Allen
MATTHEW JAMES SPRADLIN
DEVIN ANTHONY PALMESE
DEBORAH STEWART NUTTYCOMBE
BRIAN THOMAS HENNAMAN
SCOTT DOUGLAS REISENWEAVER
RICHARD SHELOR VERNON
Matthew Gabriel Escobar
MARY ELLEN TWIGG
SAMANTHA COLLIER WOOTON
BIVAS KANTI GHOSH
Mathew Robert Remington
Edward Michael Velasquez
Michael E Velasquez
Calvin Anthony
RICKY AARON LAFON
KEVIN PAUL BUENVENIDA
Isaac Wade Wright
DONALD AARON REED
AMY CLIBORNE SIMPKINS
Ryan Jones

Within 25 miles of Powhatand, VA, Best Investors lists 169 registered investment advisory firms with 359 offices nearby, managing about $11.7T in combined regulatory AUM across 2,681,150 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 Powhatand

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