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Best financial advisors in Roanoke, VA

Registered advisers within 25 miles of Roanoke, VA.

Offices
182
Firms
87
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,554,569 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
WAYNEFIREBAUGH, INC.
TRUIST ADVISORY SERVICES, INC.
DAVENPORT & COMPANY LLC
OG ADVISORY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
CAPTRUST
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Curtis Drew Arney
Anne Alderman Mullen
CHARLES GRANT WATSON
JERRY WAYNE FIREBAUGH
PATRICK MOORE JOHNSON
KELLY PATTERSON COOK
COREY MCCABE HECK
LAVONIA C WELFARE
Ethan Paul Stevenson
ROBERT EDWARD BRAILSFORD
REYNOLDS GILMER LYNCH
KATRINA ANNE GOODE
CHARLES FRANKLIN SELLERS
WILLIAM ISAAC DAVIS
LINDSAY R ST. PETER
ERIC EDWARD EVERSOLE
Victoria Nicole Lythgoe
OLIVIA NICHOLE KENNEDY
Megan Elizabeth Worley
KIRSTEN EHRICH
ROBIN RENEE KAHL
JOHN MARK STROTHER
GRAYSON BISHOP PRILLAMAN
THOMAS RAMEY MCDONALD
Elena Stanton Herrera
PETER BAILLIE MILWARD
HARRY WAYNE HAMILTON
TIMOTHY JOHN BRAUCH
MICHAEL PATRICK O'KEEFE
SARAH C ROCK
JAMES PAUL BECKETT
JASON TRAVIS TURNER
CHRISTOPHER EDWARD THOMAS
DAVID NOEL BOWMAN
MARK STEPHEN PURCELL
OLIVER SURPRENANT
Danielle Elizabeth Ponce
JUSTIN JON BARHAM
LISA BOTKIN LEONARD
MICHELE TAYLOR DEWALT
MARK JESSE BUKOWSKI
RICKY Bryce YOUNG
RAFAEL JOSE MCFARLAND
JULIO EDGARDO RAIMUNDO VALLADARES
THOMAS FRANK GOFORTH
JAMES BENJAMIN HURT
BROWNIE POLLY
PANDY L MARTIN
DANIEL HARMON MADDOX
VINCENT NADEAU BELLAVANCE
MATTHEW PAUL BOLLINGER
MATTHEW LEE FITZGERALD
SABRINA ANN COLES
ANGELIA FAYE MARCHANT
Scott Aaron Camuto
MARLENE STACY GARCIA
JONATHAN C OWEN
Christopher Anderson
KAYLA JEANNA MAE CALO
DRAGAN ANTONIO GASIC
WILLIAM JEACEB SORRELS
JOSHUA JOSEPH HARTMAN
CHAD EVERETT REESE
FARAMA KETASS THORLU-BANGURA
MARK PIETY CATRON
MITZI HELMS MAXEY
WILLIAM EUGENE HARDIN
MICHAEL LEE GILBERT
DARRYN LAMB
NICOLAUS JOHN ROBINSON
RYAN JEFFREY ZIMONT
JENNIFER LYNN JONES
ISAAC KWAKU COBBINAH
LAWRENCE L RICHMOND
TERRI ANN SCOTT
JACOB NATHANIEL CUMBO
JORDON LENA NICOLE RIGGS
DANIEL AARON PEAY
MAEGAN MCMANNERS REDDEN
GABRIEL EDWARD MAXWELL
KODY RIAN MCDANIEL
GREGORY JOHN CULL
Enayat W Sheikhzad
SHAWN L MCMAHON
DAVID L ELLIS
William Dalton Pratt
Gabrielle Elizabeth Poulton
KATHERINE JO RAND
CYNTHIA HANCOCK CONNER
JOSHUA NEAL MATTOX
GWENDOLYN BELLE
JODIE SUMMER WERTZ
KENNETH ORR ROBISON
THOMAS M DUNKENBERGER
STEPHEN KIRK WASKEY
RYLAND HOOVER HUBBARD
Daniel Christopher Lawson
CYNTHIA ANN HAMELMAN
JONATHAN EDWARD MITCHELL DEGENHARDT
AMANDA LEIGH ROBINSON
REBECCA BRYANT BRAMMER
JONATHAN KING WOLFE
GEORGE MICHAEL BRAMMER
CREG FOUNTAIN MATTHEWS
JOHN HOFFMAN
STACY K LEONARD
SCOTT ANTHONY SWILLINGER
CHRISTOPHER TODD MAYS
THOMAS JOHN FITCHETT
ELAINE PERDUE MCCAULEY STUMP
BRIAN ANTHONY THOMAS
JAMES LUTHER CHISOM
VICKIE MCFALL BARROW
WAYNETTE MARIE BARNEBEE
ANDREW WILSON GRAY BRAMMER
MICHELLE JONES
AIDEN A KIANI
James Tyler Pugh
Amanda Maeve Crowgey Wells
Terence H Crowgey
Raymond Jay Irons
CHRISTOPHER MICHAEL WALTERS
TAMMY RATLIFF SPRADLIN
MARNEY JONES HEATH
WILLIAM JUDSON HENDRICKSON
BRANDON MICHAEL LACROIX
MICHAELA ERIN FRANTZ
CLARK AUSTIN LEMASTER
Kate Spradlin Failla
Edward Anson Bartlett
Gatis Zigats
HADEN THURSTON DUDLEY
John William Rader
JASON BRADLEY MORETZ
Lisa Downing Angle
ALMA GAY NICHOLAS-LONG
Donna Lynn Caron
KATHLEEN K SMITH
Matthew L Mowles
DAVID C LLOYD
ELLEN HAMMER
Gordon G Andrews
Cooper Randolph Woolson
Brandon Wimbish
J Charles Kepley
MARK LOWELL GOBBLE
RICHARD P PETTIT
Madison M Wray
STEVEN CRAIGHEAD
TANGNEKA LEE SMITH
KATHY JANE ASHWORTH
Matthew Hall Snyder

Within 25 miles of Roanoke, VA, Best Investors lists 87 registered investment advisory firms with 182 offices nearby, managing about $11.7T in combined regulatory AUM across 2,554,569 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 Roanoke

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM