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Best financial advisors in Southbridge, VA

Registered advisers within 25 miles of Southbridge, VA.

Offices
588
Firms
225
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,185,404 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PITHOM ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Jaymie L Chmil
Enayat W Sheikhzad
Caleb Dalton Wines
GEORGE AUSTON SNOOK
Elizabeth Mara Cosden
KEITH COHEN
SWATI SHANDILYA
JASON WHITEMAN
MARK PAUL TEODOSIO
John S. Morlu
Vanessa Amaral Velasco
Delia Elena Arhiri
Justin R Simoni
ABRAHIM Mutee KASSIM
JOSEPH A MORELLI
Marcos Francisco Sagastizado
Aeda Chung
SANDI ANN BAUSMAN
JULIE ANN SAYASITHSENA
STEPHEN DAVID SOPKO
Mark Tipmongkol
William Walter Cultice
Timothy Ray Malinski
Frank Edward Wheeler
Erin Elizabeth Haynes
Austin Taylor Chester
Edwin Lee
JOHN EDWARD TAYLOR
Samantha Lynn Stidham
Christopher Lee Moore
Marcus Augustus Harrison
Miranda Chenoweth
Jonathan Winston
CUADUANA PAUL TERRY
ROBERT TAYLOR BRISCOE
BENNETT CLARKE WHITLOCK
AMANTE ADOLFO ALEXIS DECASTRO
Shawn-Thomas Franklin
CHRISTOPHER MICHAEL PEDEN
Bryce King
Brian Peter Shanley
JULIO CESAR VILLAZON
STEVEN MICHAEL SINGER

Within 25 miles of Southbridge, VA, Best Investors lists 225 registered investment advisory firms with 588 offices nearby, managing about $15.8T in combined regulatory AUM across 3,185,404 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 Southbridge

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM