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Best financial advisors in Smithfield, VA

Registered advisers within 25 miles of Smithfield, VA.

Offices
230
Firms
78
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,606,091 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HAAS INVESTMENT MANAGEMENT LLC
EDWARD JONES
MORGAN STANLEY
LPL FINANCIAL LLC
OCTOBER EFFECT LTD.
INTERACTIVE FINANCIAL ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PATHWAY FINANCIAL PLANNING, INC.
MML INVESTORS SERVICES, LLC
FINANCIAL SECURITY ADVISORY INC
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.

Investors

SHANNON LAYNE SEALEY
JAMES ROBERT HAAS
Curtis L Lassiter
Christina Michelson
CHRISTINA M AUSTIN
JAMES H. CALE
SHAWN EUGENE NEIGHBOR
JOHN S GAJDEK
WILLIAM CHARLES JARRETT
MATTHEW GORDON MONTGOMERY
SHANNON METCALFE GREEN
RYANN JEAN MACLUSKIE
EDWARD GLENNSCOTT SPENCER
EDWARD HENRY JAMES
CHRISTOPHER RAYMOND BEAL
KATY MARIE HAMPTON
Melvin McFall
James S Hicks
CATHERINE GUMPMAN SPRINGER
Hannah P Weaver
ARTURO RAUL MEDINA
CHARLES R. SPENCER
GARLAND BRYANT BOWDEN
CAMELA WARD STEELE
JOSEPH MCKAY CLAYTON
Olivia Grace Barr
Judah Stephens
WANDA MARIE AUSTIN
GARY DAVID BONNEWELL
GINA EASON KIETLINSKI
Ashley W Reeves
ASHLEY MARIE LAVOIE
Chase Benjamin Daknis
Margaret Leffler
KEVIN MATTHEW JAMES
MARCUS MATTHEW BAUMAN
JOHN HOBSON MASER
Kevin Heyman
Yvonne Jenson Gurley
Stacy Ansama
Graham ALLEN Nuttycombe
Joy M Tamburri-Mullins
DANA K CRAWFORD
CHARLES A NUTTYCOMBE
Tatyana M. Fields
Zachary Allen
SUSAN KIRCHHEIMER CARMAN
Leo KEVIN O'connell
MARK S FENDRICK
Lisa Adamonis Pile
Elizabeth Jane Feagans
JAMES HEYMAN
Dennis Ray Herndon
OSCAR NAVA ALVAREZ
ERIC DEAN FROYEN
JOHN ROBERT KAINE
KEVIN JOHN JOYCE
CLAIRE MARIE LOVE
WILLIAM ERIC EASTBURN
JAMES ARTHUR BALES
JACOB GEORGE BALES
REBECCA JILL GUTCHES
ADAM GEORGE MARR
RICHARD MARSHALL BAGLEY
SUSANNE P ROBINSON
KENDRA LEE RUGA
GREGORY THOMAS CHEVRIER
MELODI A CUPP
ASHLEY N GILLIAM
ROBERT ALLEN ROADARMEL
RONALD BRETT CHANCE
RICHARD M BAGLEY
THEODORE ROBERT ECKERT
FAITH M BLANKENSHIP
JAMES NICHOLAS KLINE
James Fay
BROOKE GARRETT TILLER

Within 25 miles of Smithfield, VA, Best Investors lists 78 registered investment advisory firms with 230 offices nearby, managing about $11.2T in combined regulatory AUM across 1,606,091 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 Smithfield

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM