Best financial advisors in Shadow, VA

Registered advisers within 25 miles of Shadow, VA.

Offices

139

Firms

55

Combined AUM

$9.33T

Firm-wide filings, not assets booked only here

Clients

1.57M

1,573,345 clients when Item 5C has a number

Avg / client

$5.93M

Combined AUM ÷ clients

Nearby offices

DESTINY MONEY MANAGEMENT

10514 BUCKLEY HALL ROAD
MATHEWS, VA 23109

EDWARD JONES

2922 GEORGE WASHINGTON MEM HWY
Hayes, VA 23072

11.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6641 Main Street
Gloucester, VA 23061

12.4 miles away

LPL FINANCIAL LLC

6511 GEORGE WASHINGTON HWY MEMORIAL
GLOUCESTER, VA 23061

12.5 miles away

EDWARD JONES

6584 MAIN ST
GLOUCESTER, VA 23061-6103

12.6 miles away

EDWARD JONES

7621 G WASHINGTON MEM HWY SUITE B
YORKTOWN, VA 23692

15.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 AMORY LN
YORKTOWN, VA 23692

15.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

121 Grafton Station Ln Ste G
Yorktown, VA 23692

16.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4521 George Washington Mem Hwy
Yorktown, VA 23692

16.7 miles away

EDWARD JONES

400 CITY HALL AVE SUITE C
POQUOSON, VA 23662

16.9 miles away

EQUITABLE ADVISORS, LLC

4030 G WASHINGTON MEM HWY SUITE D
YORKTOWN, VA 23692

EDWARD JONES

374 WYTHE CREEK RD SUITE C
Poquoson, VA 23662

17.1 miles away

HORNOR, TOWNSEND & KENT, LLC

233 WYTHE CREEK RD, STE 100
POQUOSON, VA 23662

17.7 miles away

PRIVATE ADVISOR GROUP, LLC

4 Heron Ct
Cape Charles, VA 23310

STATE FARM INVESTMENT MANAGEMENT CORP.

111 Cybernetics Way Ste 220
Yorktown, VA 23692

18.6 miles away

EDWARD JONES

111 CYBERNETICS WAY SUITE 200
YORKTOWN, VA 23693

18.6 miles away

LPL FINANCIAL LLC

12891 JEFFERSON AVENUE
NEWPORT NEWS, VA 23608

18.8 miles away

EAGLE STRATEGIES LLC

101 PRODUCTION DRIVE SUITE 100
YORKTOWN, VA 23693

18.9 miles away

LPL FINANCIAL LLC

501 VILLAGE AVE STE 104
YORKTOWN, VA 23693-5657

WELLS FARGO CLEARING SERVICES, LLC

110 OTTIS ST
YORKTOWN, VA 23693

19.1 miles away

Firms

DESTINY MONEY MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

HORNOR, TOWNSEND & KENT, LLC

PRIVATE ADVISOR GROUP, LLC

EAGLE STRATEGIES LLC

Investors

Kylisa Denise Harris

Carlos J Britos

Shelton Vincent Glaze

Sandra Ann Mickelborough

Nathan Daniel Ferrell Hansen

Matthew Fletcher Williams

Franklin Roy Belvin

THOMAS ANDREW GANUN

DEBORAH ANN FLORES

DAYTON JAMES WIESE

TREVOR DAVIS JONES

Stephanie Bonniville

STERLING ROBERT BRIGHTMAN

Autumn Marshall Epler

Regan Nicole Van Cura

TYLER AARON CRUZ

GREGORY FRANK EARWOOD

CHRISTOPHER IGNACIO CRUZ

TIMOTHY CARL KROSKEY

CATHLEEN PATRICE MCCLOY

SARAH SHIELDS BROWNING

Anthony Scott Reed

BENJAMIN PRESTON IVEY

ALAN STEVEN WITT

Robert Walter Self

KIMBERLY JEAN DEBUSK

ROBERT TERRENCE LAUFER

MARK WAYNE DREWRY

MALLORY LAUFER LESTER

MELISSA ANN CHALKIAS

Within 25 miles of Shadow, VA, Best Investors lists 55 registered investment advisory firms with 139 offices nearby, managing about $9.33T in combined regulatory AUM across 1,573,345 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 Shadow

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM