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Best financial advisors in Rappahannock Academy, VA

Registered advisers within 25 miles of Rappahannock Academy, VA.

Offices
62
Firms
31
Combined AUM
$7.00T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,158,557 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

KING GEORGE CAPITAL MGMT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC
DAVENPORT & COMPANY LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
APELLA WEALTH
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE RETIREMENT SMITH LLC
LPL FINANCIAL LLC

Investors

DAVID CLIFTON DYER
STEPHEN ARTHUR BROWN
JOEL DONALD MARKS
Robert T Miller
Jacob Scott Palmer
DANIEL THOMAS GOODWIN
VIRGIL ALVIS FOLDEN
EDEN LAVENDER COLTRANE
Stewart Everett Emenheiser
Seth Wagner
REGIS LEO KEDDIE III
RYAN STULTZ POLAND
William Lee Ford
ARIC NORMAN WAGNER
REGIS LEO KEDDIE
RACHEL MARIE MCCRAY
NATHANIEL STEVENS EWOLDT
NICOLE HAWKINS-NORMAND
Michael Brooks
Karlena Noelle Renan
Jacob Daniel Normand
Bernard S Mason
DEIDREE R CAMPANA
Thomas Jefferson Sullivan
ALBERT RAY MERCHENT
DANIEL JOSEPH BENDER
ADDISON MAXIMILIAN PRESCOTT POCK
Micah Sanzo
WHITNEY ECK RILEY
RONALD HENRY HOLMES
Bryn Thacker
Zack Capozza
PAUL ALLEN SCOTT
MICHAEL J HAYES
Samuel Hunter Jerome
CHRISTOPHER FINES
WILLIAM THOMPSON MEARS
JOSHUA MICHAEL ALLOWAY
Benjamin Gerrit Hazekamp
ANNE KATER REEVES
Teresa Ann Vomund
Christopher Carl Vomund
JEFFREY BRIAN SMITH
CHRISTOPHER ROBERT KEENEY
WILLIAM MINER BARBER
DUSTIN JAY DEAN

Within 25 miles of Rappahannock Academy, VA, Best Investors lists 31 registered investment advisory firms with 62 offices nearby, managing about $7.00T in combined regulatory AUM across 1,158,557 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 Rappahannock Academy

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM