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Best financial advisors in Rockbdge Bath, VA

Registered advisers within 25 miles of Rockbdge Bath, VA.

Offices
25
Firms
11
Combined AUM
$4.70T
Firm-wide filings, not assets booked only here
Clients
438K
437,589 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAPTRUST
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
NEWEDGE ADVISORS
DAVENPORT & COMPANY LLC

Investors

George S Daugharty
CATHERINE SHANER CARLOCK
David Jerit Hansen
Danny Charles Vance
Samuel Roy Stockstill
Jennifer Hanna Williams
Bridgett Renee Womack Beasley
ERNEST EDWARD KENNEDY
MICHELLE LYNNETTE LONG
WILLIAM JEACEB SORRELS
MICHAEL RICHARD MEADS
FONDA MOORE COFFEY
Daniel L Dickman
PAMELA SHIELDS COLE
GINNY LEE BROWN
Matthew R Barnes
Thomas Fields Soyars
LYNN P SISSON DEBORD
William Rader Dod
Seth Ashby Liskey
Ashley Martin Ferguson
Laurie Maddox
KATHERINE ESTELLE CROW
DONALD RAY BENNER
ELIZABETH KIMBERLY NYE
JACQUELINE SHIPPLETT AVERY
Sarah Ritchie Fowler
William Frederick Sowers
MARY BROOKE PRITT
HENRY ROLLER SHIPPLETT
ALICIA LYNN MCANNEY
Leah Ashley Pugh
Sarah E Coiner
Edward Hardy Dawkins
Lily Sky Dawkins

Within 25 miles of Rockbdge Bath, VA, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $4.70T in combined regulatory AUM across 437,589 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 Rockbdge Bath

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

1 CAPTRUST 963 advisers $1.24T 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM