Best Investors Account Sign in

Best financial advisors in Union Hall, VA

Registered advisers within 25 miles of Union Hall, VA.

Offices
124
Firms
58
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,142,855 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

LOMBARD ADVISERS INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
KOMMON WEALTH, LLC
LEVEL FOUR ADVISORY SERVICES
UPWARD FINANCIAL PLANNING
INTERCAROLINA FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

Jon Mark Dabareiner
Amy Coley Stone
DEREK HAMMOND LAYMAN
Ryan Evan Lester
Jacob Lewis
Zachary J Wimmer
CHRISTOPHER RAY WRIGHT
Dianna Marie Burkholder
Erin Moldenhauer Dooley
ANGELES PEREZ ATKINSON
Andrew Mark Fenstermaker
Daniel Andrew Webb
MARC DANIEL HIRSHORN
BILLY CHRISTOPHER MASON
KRISTOPHER DAVID MONTGOMERY
JASON DOYLE FLETCHER
STEVEN JOSEPH DEVLIN
ROBERT DONALD FRAIM
Carl Matthew Grove
Carl Jacob Grove
Daniel Ryan Colston
MARCUS DALE KINDLEY
CHARLES VANLEAR HOBACK
MARLENE STACY GARCIA
OLIVER SURPRENANT
Susan Frances Balderson
CHERIE JUNEL DREW
BETHANY WEDGE SCOTT
Laurel Hankins Simpkins
RONALD PEYTON ALLEY

Within 25 miles of Union Hall, VA, Best Investors lists 58 registered investment advisory firms with 124 offices nearby, managing about $11.3T in combined regulatory AUM across 2,142,855 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 Union Hall

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM