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Best financial advisors in Viewtown, VA

Registered advisers within 25 miles of Viewtown, VA.

Offices
71
Firms
34
Combined AUM
$6.37T
Firm-wide filings, not assets booked only here
Clients
974K
973,666 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LEGACY FINANCIAL
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
HERITAGE FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DUDLEY CAPITAL MANAGEMENT LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC

Investors

Mark Benjamin Miller
Bryan Mitchell Rodia
Timothy Jordan Bartz
Corinne E Newberry
Josephine Osei-Tutu Yeboah
AMY ELIZABETH BURCHETT
AARTI SETHI
Cillian Tyrrell
Joseph Tyson Thorpe McClenny
Amy Marie Straightiff
Eric Pol
Deborah Lee Trnka
Cassandra Lipp
Justin Shane Quillen
KEVIN HEATH UNDERWOOD
SHARON ELIZABETH DRISCOLL
ANTHONY SCOTT DIETRICH
Amy Elizabeth Emery
DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill
Andrew Tyler Downey
Yahia Albaghdadi
Eric Eugene Thomas
AARON WAYNE CLARKE
Christopher V Marcoux
WILLIAM REID HOWARD
Zachary Andrew Delphi
SUNG HWAN LEE
Patrick James Morton
NAINOKSHA KAUSHAL
Samet Degismen
PHILIP ROWLAND CHURCH DUDLEY
THOMAS U DUDLEY
Joseph Tate Constantino
THOMAS REID WISEMAN
ARASH MARK KATIRAI

Within 25 miles of Viewtown, VA, Best Investors lists 34 registered investment advisory firms with 71 offices nearby, managing about $6.37T in combined regulatory AUM across 973,666 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 Viewtown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM