Best Investors Account Sign in

Best financial advisors in Wakefield, VA

Registered advisers within 25 miles of Wakefield, VA.

Offices
20
Firms
14
Combined AUM
$3.39T
Firm-wide filings, not assets booked only here
Clients
514K
513,869 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
NFSG CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAPITOL LANDING WEALTH
LEVEL FOUR ADVISORY SERVICES
JOSS BROWN WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Hunter Howard Haywood
JAMES RUSSELL STEPHENSON
PAMELA NISBET MCWHORTER
William W Councill
JASON LYNN REBBE
MEGHAN MARIE COUNCILL
ELAINE MARGARET FENTERS
Kyle Harrison Black
LEAH-BETH THOMAS WILLIAMS
JAMES RILEY MCCULLEY
ANDREW JAMES MCCULLEY
CHARLES DANIEL HUGHES
Jeffrey Todd Scott
Johanna Wiggins
Phillip Lynn Frix
Sara Cathryn Crain
ALLAN MCCLURE
Olga Esther Davenport
MARK RANDOLPH MATNEY
ELIZABETH JOY MILLS
CLIFTON SCOTT SAVAGE
DANIEL ROOSE
CHRISTOPHER JAMES ENROUGHTY
WILLIAM ARTHUR FRONKIER
Robert James Meadows
REGINA KRISTINE LEIGH
JAMEL ONEAL WHITE
Glenn Frederick Verity
Keith Aldington Collinwood Compton
DANIEL DRYDEN JOSS
Michelle Ann-Marie Robinson
Deven Klaus Joss
HAROLD LLOYD LEWIS
KENNETH ALLEN DELOACH

Within 25 miles of Wakefield, VA, Best Investors lists 14 registered investment advisory firms with 20 offices nearby, managing about $3.39T in combined regulatory AUM across 513,869 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 Wakefield

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM