Best financial advisors in Somerset, VA

Registered advisers within 25 miles of Somerset, VA.

Offices

146

Firms

87

Combined AUM

$9.46T

Firm-wide filings, not assets booked only here

Clients

2.39M

2,392,063 clients when Item 5C has a number

Avg / client

$3.95M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

111 S MAIN ST
GORDONSVILLE, VA 22942

EDWARD JONES

118 WEST MAIN ST
ORANGE, VA 22960

STATE FARM INVESTMENT MANAGEMENT CORP.

305 N. Madison Rd
Orange, VA 22960

STATE FARM INVESTMENT MANAGEMENT CORP.

8767 Seminole Trl Ste 104
Ruckersville, VA 22968

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8341 SEMINOLE TRL
RUCKERSVILLE, VA 22968

THIRD MILLENNIUM ADVISORS, INC.

4493 STONY POINT ROAD
BARBOURSVILLE, VA 22923-2119

EDWARD JONES

5928 SEMINOLE TRAIL SUITE 106
BARBOURSVILLE, VA 22923

COMMONWEALTH FINANCIAL NETWORK

320 North Main Street
Madison, VA 22727

11.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

1264 N MAIN ST
MADISON, VA 22727

12.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

3490 SEMINOLE TRAIL
CHARLOTTESVILLE, VA 22911

12.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1760 Timberwood Blvd
Charlottesvle, VA 22911-7593

12.7 miles away

EDWARD JONES

1622 TIMBERWOOD BLVD STE 111
CHARLOTTESVILLE, VA 22911-7573

12.8 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

1759 WORTH PARK
CHARLOTTESVILLE, VA 22911

12.9 miles away

SOUTHLAND EQUITY PARTNERS, LLC.

2530 LEAFTON CROSSING
EARLYSVILLE, VA 22936

13.3 miles away

LPL ENTERPRISE, LLC

3450 BERKMAR DRIVE SUITE 202B
CHARLOTTESVILLE, VA 22901

15.5 miles away

LPL FINANCIAL LLC

2019 WOODBROOK CT
CHARLOTTESVILLE, VA 22901

15.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

620 Woodbrook Dr Ste 4A
Charlottesville, VA 22901

15.8 miles away

LPL FINANCIAL LLC

1807 Seminole Trail
Charlottesville, VA 22901

15.8 miles away

CETERA INVESTMENT ADVISERS LLC

889 RIO EAST COURT SUITE A
CHARLOTTESVILLE, VA 22901

16.1 miles away

CETERA INVESTMENT ADVISERS LLC

889 RIO EAST COURT SUITE A
CHARLOTTESVILLE, VA 22901

16.1 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THIRD MILLENNIUM ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

WELLS FARGO CLEARING SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SOUTHLAND EQUITY PARTNERS, LLC.

LPL ENTERPRISE, LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

Investors

Tyler Lamont Herring

Jeffrey Scott Earnhardt

Shaylyne Elaine Gough

Jessica Bridges Martin

CYNTHIA LYNN SHIFFLETT

Conner D Forster

Korby Deveston Griffith

Marianne Louise Shepard

ETHAN MICHAEL LOHR

GREGORY MICHAEL LOHR

RYAN COLE MIRACLE

JUSTIN DAVID RUSHING

KEVIN LEON MANN

Donald Dominic Johnson Giannangeli

JAMES EARL DICKMAN

GAIL VERONICA HELMICK

CHRISTIAN ASMUS COMBERG

ADAM HERBERT SILVERS

SHAWN THOMAS PENDLETON

Sean Michael Van Etten

ERIC DAVID ANTROBIUS

John Henry Flick

Jacob River Conley

GLENN HENRY CATALANO

STEVEN MOULTRIE BALL

Mark Andrew Sherman

SUSAN MARIE WILKINSON

Within 25 miles of Somerset, VA, Best Investors lists 87 registered investment advisory firms with 146 offices nearby, managing about $9.46T in combined regulatory AUM across 2,392,063 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 Somerset

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