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Best financial advisors in Spring Grove, VA

Registered advisers within 25 miles of Spring Grove, VA.

Offices
83
Firms
38
Combined AUM
$8.66T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,508,163 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
FIRST COMMAND ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SEM WEALTH MANAGEMENT
TRUIST ADVISORY SERVICES, INC.
BROWN EDWARDS WEALTH STRATEGIES
NFSG CORPORATION
OSAIC INSTITUTIONS, INC.
HORNOR, TOWNSEND & KENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MATTHEW HEATH MCDANIEL
James Gallagher
Micheal L Thomas
JENNIFER MCCALL PARR
FORREST TANNER FOX
JOHN RICHARD UPTON
Mary Jenkins Sink
LINDA JANE GILLIKIN
James Michael Bade
TONI THORE LEE-ANDREWS
Harry Alfred Jaeger
Denis Emilia Porter
Jonah Richard Deist
GARLAND MURPHY SCOTT
Edward Ralph Dudley
EMILY HOLT DIBBLE
KELLI JANE VANCE
PAMELA NISBET MCWHORTER
AMY C GRIEVES
Janssen Gray Breeden
David Henry Hays
Randall Mansfield Wachman
John C Lynch
Elizabeth Kelly Joyner
John Mitchell Reid
JUSTIN DARNELL SANDERS
CHARLES DANIEL HUGHES

Within 25 miles of Spring Grove, VA, Best Investors lists 38 registered investment advisory firms with 83 offices nearby, managing about $8.66T in combined regulatory AUM across 1,508,163 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 Spring Grove

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