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Best financial advisors in Sussex Correctional Facility, VA

Registered advisers within 25 miles of Sussex Correctional Facility, VA.

Offices
25
Firms
14
Combined AUM
$5.06T
Firm-wide filings, not assets booked only here
Clients
916K
916,187 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

ROBERT BOOKER STEELE
James Charles Smith
RF BURKE STEELE
R.F. BURKE STEELE
Kevin Glenn Foster
ELIZABETH ADDEN PARSONS
JAMES THOMAS POWELL
CHRISTOPHER DENNIS
ZACHARY ALAN BLAISDELL
VERNON Hughes STOCKTON
Anne Meade Meadows
Tenley Corday Davenport Dixon
Leonard Irvin McAdams
Stephen Vail Smith

Within 25 miles of Sussex Correctional Facility, VA, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $5.06T in combined regulatory AUM across 916,187 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 Sussex Correctional Facility

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM