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Best financial advisors in Red Oak, VA

Registered advisers within 25 miles of Red Oak, VA.

Offices
10
Firms
9
Combined AUM
$3.76T
Firm-wide filings, not assets booked only here
Clients
330K
330,351 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

BOELTE O'HARA WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
VERUS CAPITAL PARTNERS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PLANMEMBER SECURITIES CORPORATION
STRATEGIC ADVISERS LLC

Investors

KRISTINE ADAMS BOELTE
CHARLES HENRY RUSSELL
Cameron Thomas Starke
Mary Allison Popek
Ryan D. Garrett
Nancy Duff Long
Chelsey Garrett Washo
MICHELLE POE FULCHER
Chris Elliotte Bailey
DARDEN WINSTON SMITH
Donald Randolph Trent
Robert E. Laine
SKYLAR B. FAIN

Within 25 miles of Red Oak, VA, Best Investors lists 9 registered investment advisory firms with 10 offices nearby, managing about $3.76T in combined regulatory AUM across 330,351 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 Red Oak

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 PLANMEMBER SECURITIES CORPORATION 125 clients · 453 advisers $10.1B AUM 8 VERUS CAPITAL PARTNERS, LLC 47 advisers $2.29B AUM