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Best financial advisors in Surry, VA

Registered advisers within 25 miles of Surry, VA.

Offices
155
Firms
54
Combined AUM
$9.32T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,581,938 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

LEVEL FOUR ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
PBMARES WEALTH MANAGEMENT LLC
SOWELL MANAGEMENT
EDWARD JONES
APELLA WEALTH
OSAIC INSTITUTIONS, INC.
SANCTUARY ADVISORS, LLC

Investors

PETER HENRY GORE
PHILIP BENJAMIN SADTLER
Jeremy Jones
Sahid Parsard
Andrew J Bliefernich
ASHWIN ANDREW SEETHARAM MARTIN
MARIO JAMES KOKOLIS
CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER
Beth L Brauner
DAVID ROSS CLEMENS
PETER JAMES KOKOLIS
JOHN JAMES KOKOLIS
LARRY STEPHEN GOLUB
CHARLES WILLIAM HARTMAN
KAILEN ELIZABETH GILDERSLEEVE DENTON
MELANIE SHEARIN WALTON
Mitchell Ford Harry
SPASKA GEORGIEVA BOYANOVA
Lynne Fahrmeier Williams
ANDREW J CHESS
Corrie Elizabeth Goodwin
MICHELLE DAWN HILSTROM
SHANNON TRACEY CHITTENDEN
DENNIS SNOWDEN WILT
Jamie Stallings
RICHARD WILLIAM MAURER
Patricia Talento Campbell
KIMBERLY QUINETTE TINSLEY
DANIEL LOFTIN CARLILE
BARBARA LLOYDETTE SPADY
MELISSA ANN FLETCHER
Thomas Francis Vitaletti
Chad Parker Kozoyed
Joel Henry Pope
Thomas Silvio Vitaletti
SEAN FRANCIS DRISCOLL
Daniel James Kita
PATRICK ALBERT FAULKNER
IRIS COHEN PORUSH
WALTER SCOTT MOWRY
GEORGE ANDREW WRIGHT
Thomas Clay Mowry
SHANNON CONNER CRANK
SHEILA SEBASTIAN POWERS
ESTRELLITA DUCELLA ZAMORA
ALBERT DUANE HASKINS
WILLIAM G OUZTS
SOPHIA VERDEKAL O'NEAL
ANTOINETTE WILLIAMS
WILLIAM GARRETT OUZTS
MELODY P GLASS
STEADMAN FORREST KNIGHT
BRIDGET THERESA DOANE
NIKKI NUNES
CHRISTY RENE HINSON-HOLLOWAY
KEITH COLLINS REAGAN
David P DeBlass
Travis Lee Collins
Antonija Pocrnja Simpson
ARTHUR DANIEL CHAMBERS
DEANN Miles RINEHART
Christopher Parker
Zachary Martin Sprinkle
WAYLON BRUCE JACKSON
DAVID EUGENE BUSH
VICTORIA C LYTTLE
CAROLYN PATRICIA MENKER
Connor Myron Ware
LYLE KENNEDY SCHIAVONE
Carter Bryant Easley
SHELLY HAAS BRADEN
NORMAN WINSTON WATTERS
CHRISTOPHER D WALLS