Best Investors Account Sign in

Best financial advisors in Sudley Springs, VA

Registered advisers within 25 miles of Sudley Springs, VA.

Offices
885
Firms
341
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,375,773 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
ACORN FINANCIAL ADVISORY SERVICES, INC.
HERITAGE FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

PHILLIP BRIAN GRISSOM
Andrew Vree
Marco Edson Jauregui Flores
MARGARET MARIA SWINNEY
JOHN RYAN FORBRICH
DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill
Andrew Tyler Downey
Yahia Albaghdadi
Eric Eugene Thomas
AARON WAYNE CLARKE
Christopher V Marcoux
WILLIAM REID HOWARD
Zachary Andrew Delphi
SUNG HWAN LEE
Patrick James Morton
NAINOKSHA KAUSHAL
Samet Degismen
SHARON ELIZABETH DRISCOLL
ANTHONY SCOTT DIETRICH
Amy Elizabeth Emery
KEVIN HEATH UNDERWOOD
JOHN DENISON ARMATI
SCOTT WILLIAM MCDERMOTT
ANDREW WILLIAM ARMATI
James Delbert Boltz
JAMIE LYNN HUDGINS
ROBERT DAVID STURM
Jennifer Reagan Kellett
DYLAN HAYES
ELAINE ROECKLEIN
Taylor Kirk Edens
JASON CARLTON LESNIK
ROGER ALLEN LINGLE
HAELIE LEE GUINEY
THOMAS JAMES HUSZCZA
PATRICK DANIEL LANGDON
Joanne Marie Claypoole

Within 25 miles of Sudley Springs, VA, Best Investors lists 341 registered investment advisory firms with 885 offices nearby, managing about $17.3T in combined regulatory AUM across 3,375,773 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 Sudley Springs

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