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Best financial advisors in Schoolfield, VA

Registered advisers within 25 miles of Schoolfield, VA.

Offices
42
Firms
17
Combined AUM
$4.58T
Firm-wide filings, not assets booked only here
Clients
512K
511,668 clients when Item 5C has a number
Avg / client
$8.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Investors

Bronson Boone
CURTIS DICKERSON PILSON

Within 25 miles of Schoolfield, VA, Best Investors lists 17 registered investment advisory firms with 42 offices nearby, managing about $4.58T in combined regulatory AUM across 511,668 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 Schoolfield

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM