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Best financial advisors in Sperryville, VA

Registered advisers within 25 miles of Sperryville, VA.

Offices
39
Firms
16
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
443K
442,772 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LEGACY FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
TOBI, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Jordan E Walther
Adrianne M Smith
RALEIGH EDWARD KRAFT
Thomas Kyle Linski
BOBBIE DEAN BASCOMBE
Tricia Hammer Hulsey
James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Lora Cooper Loving
Taylor Ryan LaFever
Lacey Barnett Snarr
Ann Marie Stalbird
Nathaniel Steven Rockey
Judy Ann Baker
JAMES JOSEPH KELLY
Amy Marie Straightiff
Justin Robert Baker
AARON PHILIP MORMANN
Tihomir Nikolaev Yankov
Gregory Paul Nicholas
Crystal Gail Foltz Hollar
Stuart F Freakley

Within 25 miles of Sperryville, VA, Best Investors lists 16 registered investment advisory firms with 39 offices nearby, managing about $3.28T in combined regulatory AUM across 442,772 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 Sperryville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM