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Best financial advisors in Richmond, VA

Registered advisers within 25 miles of Richmond, VA.

Offices
628
Firms
278
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,136,512 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EVR RESEARCH LP
AMERICAN CAPITAL ADVISORY, LLC
ONEPOINT BFG WEALTH PARTNERS
EDWARD JONES
BLUE EDGE CAPITAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WILLS FINANCIAL GROUP, LLC
HUTCH CAPITAL MANAGEMENT LLC
CROW'S NEST HOLDINGS LP
SPIDER MANAGEMENT COMPANY, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROCKENBROUGH

Investors

KYLE EVAN MURPHY
Ethan David Lindbloom
LINDSAY TRULUCK WALKER
MELISSA GREGORY GARRETT
Mark Randall Barrett
JOHN FRANCIS BARON
JOEL RICHARD MEEKS
LAUREN DANIELLE CLARK
KATHERINE MCKINNEY SCHIEFELBEIN
Nicole Lefebvre Gooding
TYLER HENLEY WALTERS
Trevor McMillan Vick
Conner Edmundson Pugh
RICHARD LYNN BERGSTROM
CAREY WAYNE PARKER
Cameron Bowie Parker
WAYNE ST JOHN HEMANS
BLAIR STUART
HUNTLEY GIBSON DAVENPORT
Brian T Toole
Kyle Peter Matthews
Kristen Marshall Secor
COLIN CHRISTOPHER SMITH
Joshua M Pucci
MARSHALL BAGLEY REID
PETER HARTWELL BOWLES
MARGARET PARSONS FRETZ
Armistead Churchill Young
HYNSON HOWELL MARVEL
Elise Borghi
ROGER JAMES SHAWN
EVAN DYSART MOOG
Grace Rachel Choi
ERIN ABIGAIL SUTTON
Eugene Ray Rushton
Christopher G. Brown
DAVID ARTHUR ALDRIDGE
BILLY ALEXANDER MOCK
BLAKE E GORDON
stephen talbot Spraker
SEAN ERIK EKIERT
JAMES ALEXANDER BABER
MICHAEL T ONEY
ROBERT EARL MORRIS
MADISON PENDLETON WOOTTON
Matthew Aaron Johnson
ROBERT JOSEPH WOOD
JOSEPH LANIER BROCKMAN
PAMELA JEANNE PRESCOTT
BRANTLEY DAVIS HATHAWAY
MARY HELENA LORENZI
LOGAN BARRETT SAUFLEY
Elizabeth Schutte Gillis
Robert B Barnes
C. KEMPER WHARTON
SCOTT DAVID CSAKY
BETTY BARKER SCHUTTE-BOX
ALFRED LAFAYETTE STRATFORD
JOHN CLIFFORD FOSTER
TROY RAYMOND YENSER
Barbour Thornton Farinholt
Amy W. Hubbard
JAMES BRIERLY MOON
PETER WEAVER SQUIRE
CARLTON LINDSAY BROWN
SUSAN SMITH CRAIGIE
MICHAEL G. PALMORE
BRUDE STOEVER
KATHLEEN FAGAN
CHRISTOPHER JOHN DION
DAVID ALLEN LYONS
AUSTIN BROCKENBROUGH III
CHARLES MARTIN CARAVATI
JOSEPH ASHBY JENNINGS
WALTER SPENCER ROBERTSON
ROBERT RENNOLDS BURKE
CHRISTOPHER BRYAN CULBERTSON
MARTIN KIRWAN KING
RICHARD HALLER SKEPPSTROM
JOHN ROS BOWERS
SAMANTHA BISSLAND-MOORE LINK
MATTHEW PHILIP SHAIA
WILLIAM ROBERTSON CLAIBORNE

Within 25 miles of Richmond, VA, Best Investors lists 278 registered investment advisory firms with 628 offices nearby, managing about $18.8T in combined regulatory AUM across 3,136,512 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 Richmond

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM