Best financial advisors in Stony Creek, VA

Registered advisers within 25 miles of Stony Creek, VA.

Offices

19

Firms

13

Combined AUM

$3.83T

Firm-wide filings, not assets booked only here

Clients

338K

338,200 clients when Item 5C has a number

Avg / client

$11.3M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

13626 BOYDTON PLANK ROAD
DINWIDDIE, VA 23841

PARK AVENUE SECURITIES LLC

306 SOUTH MAIN STREET
EMPORIA, VA 23847

17.8 miles away

EAGLE STRATEGIES LLC

5720 COURTHOUSE ROAD
PRINCE GEORGE, VA 23875

21.5 miles away

HORNOR, TOWNSEND & KENT, LLC

110 C NORFOLK AVE
COLONIAL HEIGHTS, VA 23834

22.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

320A CHARLES H DIMMOCK PKWY STE 1
COLONIAL HEIGHTS, VA 23834

22.4 miles away

PFS INVESTMENTS INC.

320C CHARLES H DIMMOCK PARKWAY STE-A
COLONIAL HEIGHTS, VA 23834

22.4 miles away

FIRST COMMAND ADVISORY SERVICES

320 B Charles H Dimmock Pkwy Suite 1
Colonial Heights, VA 23834

22.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

320A Charles Dimmock Parkway Suite 6
Colonial Heights, VA 23834

22.4 miles away

FIRST COMMAND ADVISORY SERVICES

320 B Charles Dimmock Pkwy Ste 1
Colonial Heights, VA 23834

22.4 miles away

FIRST COMMAND ADVISORY SERVICES

320 B CHARLES H DIMMOCK PWKY SUITE 1
COLONIAL HEIGHTS, VA 23834

22.4 miles away

TRUIST ADVISORY SERVICES, INC.

810 SOUTHPARK BLVD
COLONIAL HEIGHTS, VA 23834

22.4 miles away

BROWN EDWARDS WEALTH STRATEGIES

810 SOUTHPARK BOULEVARD SUITE 201
COLONIAL HEIGHTS, VA 23834

22.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1921 BOULEVARD
COLONIAL HEIGHTS, VA 23834

22.9 miles away

EDWARD JONES

201 TEMPLE AVE SUITE D
COLONIAL HEIGHTS, VA 23834

EDWARD JONES

4701 OWENS WAY SUITE 800
PRINCE GEORGE, VA 23875

23.4 miles away

OSAIC INSTITUTIONS, INC.

764 E Ellerslie Ave
Colonial Heights, VA 23834

23.5 miles away

EDWARD JONES

256 E ELLERSLIE AVENUE STE A
COLONIAL HEIGHTS, VA 23834

23.8 miles away

EQUITABLE ADVISORS, LLC

631 COUNTY DRIVE P.O. BOX 129
WAKEFIELD, VA 23888

EDWARD JONES

3522 Boulevard Suite F
Colonial Heights, VA 23834-1304

24.3 miles away

Firms

PFS INVESTMENTS INC.

PARK AVENUE SECURITIES LLC

EAGLE STRATEGIES LLC

HORNOR, TOWNSEND & KENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUIST ADVISORY SERVICES, INC.

BROWN EDWARDS WEALTH STRATEGIES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC INSTITUTIONS, INC.

EQUITABLE ADVISORS, LLC

Investors

JEANETTE COHN BISHOP

ELMO WILSON CLARY

WARREN THOMAS POIRIER

Janssen Gray Breeden

David Henry Hays

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

EMILY HOLT DIBBLE

KELLI JANE VANCE

Randall Mansfield Wachman

James Gallagher

Micheal L Thomas

Elizabeth Kelly Joyner

John Mitchell Reid

Hunter Howard Haywood

Fletcher E Allen

Within 25 miles of Stony Creek, VA, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $3.83T in combined regulatory AUM across 338,200 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 Stony Creek

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM