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Best financial advisors in Shenandoah Valley Airpot, VA

Registered advisers within 25 miles of Shenandoah Valley Airpot, VA.

Offices
102
Firms
35
Combined AUM
$6.38T
Firm-wide filings, not assets booked only here
Clients
606K
605,756 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

BRENT LOOPE
GINNY LEE BROWN

Within 25 miles of Shenandoah Valley Airpot, VA, Best Investors lists 35 registered investment advisory firms with 102 offices nearby, managing about $6.38T in combined regulatory AUM across 605,756 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 Valley Airpot

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