Best financial advisors in Swoope, VA

Registered advisers within 25 miles of Swoope, VA.

Offices

42

Firms

14

Combined AUM

$4.12T

Firm-wide filings, not assets booked only here

Clients

467K

467,158 clients when Item 5C has a number

Avg / client

$8.82M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

902 Churchville Ave
Staunton, VA 24401

DAVENPORT & COMPANY LLC

202 S LEWIS STREET SUITE 201
Staunton, VA 24401

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St. Ste. 100
Staunton, VA 24401

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Lewis St., Ste. 100
Staunton, VA 24401

EDWARD JONES

205 N Central Ave
STAUNTON, VA 24401

EDWARD JONES

301 NORTH AUGUSTA STREET
STAUNTON, VA 24401

NEWEDGE ADVISORS

5 Middlebrook Ave
Staunton, VA 24401

AMERIPRISE FINANCIAL SERVICES, LLC

125 S AUGUSTA ST STE 3100
STAUNTON, VA 24401-4386

SOUND INCOME STRATEGIES, LLC

512 N. Coalter Street
Staunton, VA 24401

EDWARD JONES

425 LEE JACKSON HWY SUITE B
STAUNTON, VA 24401

EDWARD JONES

102 MacTanly Place Suite C
STAUNTON, VA 24401

LPL FINANCIAL LLC

105 COMMUNITY WAY
STAUNTON, VA 24401-4970

10.5 miles away

EDWARD JONES

1209 RICHMOND AVE STE 105
STAUNTON, VA 24401

TRUIST ADVISORY SERVICES, INC.

4033 LEE JACKSON HWY
GREENVILLE, VA 24440

11.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

129 FAIRWAY LANE SUITE 101
STAUNTON, VA 24401

12.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

255 Lee Hwy
Verona, VA 24482

12.4 miles away

EDWARD JONES

102 DUNSMORE ROAD
VERONA, VA 24482

12.9 miles away

CORNERSTONE WEALTH MANAGEMENT, LLC

16 Gosnell Crossing Suite 103
Staunton, VA 24401

13.8 miles away

EDWARD JONES

16 IVY RIDGE LN SUITE 126
FISHERSVILLE, VA 22939-2354

14.6 miles away

EDWARD JONES

3278 STUARTS DRAFT HWY STE 3
WAYNESBORO, VA 22980

15.1 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

DAVENPORT & COMPANY LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

NEWEDGE ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

SOUND INCOME STRATEGIES, LLC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CORNERSTONE WEALTH MANAGEMENT, LLC

Investors

TONYA SUE SIVINSKI

DONALD RAY BENNER

ELIZABETH KIMBERLY NYE

JACQUELINE SHIPPLETT AVERY

Sarah Ritchie Fowler

William Frederick Sowers

MARY BROOKE PRITT

HENRY ROLLER SHIPPLETT

ALICIA LYNN MCANNEY

LYNN P SISSON DEBORD

William Rader Dod

Leah Ashley Pugh

Edward Hardy Dawkins

Lily Sky Dawkins

Seth Ashby Liskey

Ashley Martin Ferguson

KATHERINE ESTELLE CROW

Jennifer Hanna Williams

PATRICK CARROLL PEASON

Matthew R Barnes

Kenya Eve Balser

Michael Alexander Swinson

BENJAMIN REESE IRICK

John Milton Childress

GINNY LEE BROWN

GARLAND RAY DAVIS

ARIEL LYNN HARPER

William Ryan Ostrander

James Graham Tate

Justin Tyler Rexrode

TAYSHA COLVIN PATTERSON

Jeffrey Raymond Furman

Thomas Fields Soyars

Within 25 miles of Swoope, VA, Best Investors lists 14 registered investment advisory firms with 42 offices nearby, managing about $4.12T in combined regulatory AUM across 467,158 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 Swoope

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM