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Best financial advisors in Tazewell, VA

Registered advisers within 25 miles of Tazewell, VA.

Offices
20
Firms
13
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
400K
400,192 clients when Item 5C has a number
Avg / client
$8.18M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
DAVENPORT & COMPANY LLC
CAPITAL ADVISOR NETWORK
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
4 SEASONS ADVISORS
PLANMEMBER SECURITIES CORPORATION
CARY STREET PARTNERS

Investors

Rodney Dewitt Gillespie
STEVEN RALPH DAVIS
Jonah Steven Davis
JAMES AARON BARGER
Jamie June Daugherty
William Brock Warf
Lori Beth Ringley
Thomas Bradley Graham
WILLIAM PAUL EVANS
MARION SLEMP FLESHMAN
WILLIAM GEORGE JOHNSON
Greg Sayers
PETER RANDALL ROMANO
Michael T Wood
MICHAEL TODD WOOD
Sasha Ranee Schrage
ANNE IANNONE CROWE
JONATHAN RICHARD FERRELL
Sara May
Christopher Alan Benson
MICHAEL SHANE PATTON
GREGORY THEODORE DEGRAY
ROBERT BRUCE TERRY
Victoria Wyatt Lester
LINDSAY DUNMYER PRICE
JESSIE DENNIS DWAYNE THOMPSON
Curtis Jon Miller
Joseph T Cockram
Thomas Alexander Ely
Ethan Bailey Cook
AARON JAMES SUMMERS
Russell Todd Jones
Mary Ann Bennett
THOMAS FRANKLIN HUNDLEY
Samuel Edward Clyburn
Vincent Michael Hagy

Within 25 miles of Tazewell, VA, Best Investors lists 13 registered investment advisory firms with 20 offices nearby, managing about $3.27T in combined regulatory AUM across 400,192 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 Tazewell

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM