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Best financial advisors in South Boston, VA

Registered advisers within 25 miles of South Boston, VA.

Offices
22
Firms
10
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
319K
318,580 clients when Item 5C has a number
Avg / client
$9.82M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VERUS CAPITAL PARTNERS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BOELTE O'HARA WEALTH MANAGEMENT
REGAL INVESTMENT ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Chris Elliotte Bailey
MICHELLE POE FULCHER
Ryan D. Garrett
Nancy Duff Long
Chelsey Garrett Washo
Cameron Thomas Starke
Mary Allison Popek
DARDEN WINSTON SMITH
Donald Randolph Trent
COREY LEGRAND HARDING
JON CHRISTOPHER COCKERHAM
Stanford Hudson Bradshaw
Daniel McDonald
Evan M Dietz
WILLIAM CHAD HORNER
BRITTANY HORNER ASHWORTH
WILLIAM CURTIS HORNER
Bryce James Snow
David Allen Bremer
Christopher Randolph Eastwood
Janet Collins Yoder
CHARLES HENRY RUSSELL
KRISTINE ADAMS BOELTE
Donald Wayne Aaron
THOMAS J LEE
Jamison Scott Sanders
MARVIN SCOTT WALLER
Patrick Michael Wales
CHRISTOPHER DEVIVI
JEFFREY MICHAEL STALEY
JOHN MICHAEL NIXON
KIRK E SMITH

Within 25 miles of South Boston, VA, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $3.13T in combined regulatory AUM across 318,580 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 South Boston

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 REGAL INVESTMENT ADVISORS LLC 61 clients · 129 advisers $2.88B AUM