Best financial advisors in Verona, VA

Registered advisers within 25 miles of Verona, VA.

Offices

98

Firms

33

Combined AUM

$6.37T

Firm-wide filings, not assets booked only here

Clients

606K

605,705 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

102 DUNSMORE ROAD
VERONA, VA 24482

STATE FARM INVESTMENT MANAGEMENT CORP.

255 Lee Hwy
Verona, VA 24482

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

129 FAIRWAY LANE SUITE 101
STAUNTON, VA 24401

EDWARD JONES

102 MacTanly Place Suite C
STAUNTON, VA 24401

SOUND INCOME STRATEGIES, LLC

512 N. Coalter Street
Staunton, VA 24401

LPL FINANCIAL LLC

105 COMMUNITY WAY
STAUNTON, VA 24401-4970

EDWARD JONES

301 NORTH AUGUSTA STREET
STAUNTON, VA 24401

STATE FARM INVESTMENT MANAGEMENT CORP.

902 Churchville Ave
Staunton, VA 24401

EDWARD JONES

1209 RICHMOND AVE STE 105
STAUNTON, VA 24401

EDWARD JONES

205 N Central Ave
STAUNTON, VA 24401

DAVENPORT & COMPANY LLC

202 S LEWIS STREET SUITE 201
Staunton, VA 24401

AMERIPRISE FINANCIAL SERVICES, LLC

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

NEWEDGE ADVISORS

5 Middlebrook Ave
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

CORNERSTONE WEALTH MANAGEMENT, LLC

16 Gosnell Crossing Suite 103
Staunton, VA 24401

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

EDWARD JONES

425 LEE JACKSON HWY SUITE B
STAUNTON, VA 24401

LPL FINANCIAL LLC

1904 JEFFERSON HWY
FISHERSVILLE, VA 22939-2239

CETERA INVESTMENT ADVISERS LLC

71 WILSON BLVD SUITE A03
FISHERSVILLE,, VA 22939

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

SOUND INCOME STRATEGIES, LLC

LPL FINANCIAL LLC

DAVENPORT & COMPANY LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CORNERSTONE WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

Investors

James Graham Tate

Justin Tyler Rexrode

William Ryan Ostrander

GARLAND RAY DAVIS

ARIEL LYNN HARPER

Kenya Eve Balser

Michael Alexander Swinson

PATRICK CARROLL PEASON

BENJAMIN REESE IRICK

Edward Hardy Dawkins

Lily Sky Dawkins

TONYA SUE SIVINSKI

John Milton Childress

Leah Ashley Pugh

DONALD RAY BENNER

ELIZABETH KIMBERLY NYE

JACQUELINE SHIPPLETT AVERY

Sarah Ritchie Fowler

William Frederick Sowers

MARY BROOKE PRITT

HENRY ROLLER SHIPPLETT

ALICIA LYNN MCANNEY

KATHERINE ESTELLE CROW

Jennifer Hanna Williams

Seth Ashby Liskey

Ashley Martin Ferguson

LYNN P SISSON DEBORD

William Rader Dod

TAYSHA COLVIN PATTERSON

Matthew R Barnes

Philip Jefferson Arey

JOHN MICHAEL SCHAEUFELE

Dalton Logan Campbell

Within 25 miles of Verona, VA, Best Investors lists 33 registered investment advisory firms with 98 offices nearby, managing about $6.37T in combined regulatory AUM across 605,705 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 Verona

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM