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Best financial advisors in Shenandoah Caverns, VA

Registered advisers within 25 miles of Shenandoah Caverns, VA.

Offices
70
Firms
28
Combined AUM
$6.30T
Firm-wide filings, not assets booked only here
Clients
605K
605,477 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
XYPN INVEST
THRIVENT INVESTMENT MANAGEMENT INC.
GRAVES LIGHT LENHART
TLG ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBYN ERECKSON HILL
Derek Hess
STEPHAN JOHN HESS
John Michael Priester
STEVEN GLENN WATTS
JASON EDWARD MAY
Katherine M Bray
Joshua Lowe
Kevin Michael Flint
Sarah A Sunde
Nicholas Andrew Perrine
Ryan Petersen Waid
ASHLEY PHILIP HEATWOLE
JOHN DOUGLAS LIGHT
JEFFREY GRANT LENHART
ASA WESLEY GRAVES
ASA WESLEY GRAVES
JASON DOUGLAS FINK
Joshua Morris
Christine Raines Doughty
Lindsay Ryan Stroupe
Kenneth Alan Surber
DAVID THOMAS LARSON
TYLER LANE CONLEY
Seth Showalter
NEAL ALTON TARBOX
Steven Robert Brunk
Adam Detweiler Savanick
Malachi J Bontrager
Adam Lee Hatter
JACK Bauer
JUDITH AMANDA LEETH
Kassi Layne Redifer
MARCY HOLBERT
MARGOT ELIZABETH ALLMAN-SMITH
DANIEL OSCAR URIBE
Syed Waqar Ali

Within 25 miles of Shenandoah Caverns, VA, Best Investors lists 28 registered investment advisory firms with 70 offices nearby, managing about $6.30T in combined regulatory AUM across 605,477 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 Shenandoah Caverns

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM