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Best financial advisors in Waynesboro, VA

Registered advisers within 25 miles of Waynesboro, VA.

Offices
223
Firms
100
Combined AUM
$9.78T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,471,637 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORNERSTONE WEALTH MANAGEMENT, LLC

Investors

MATTHEW DAVID KURZ
MICHAEL EUGENE PADUANO
MARLANA DAWN LANCASTER
DAVID LEE ELMORE
LAUREN N. MUNDY
Joel Daniel Elmore
MOHIT NIGAM
JOSHUA DAVID ELMORE
ADRIAN LEA HALL
Caleb Andrew-Sanders Snider
Jonathan R Allman
Dalton Logan Campbell
David John Wall
GEORGE AUTHOR MORRIS
Christopher Ashley Beverage
JOSEPH IRVING ROSENBERGER
ROBERT PATRICK BLEVINS
Joseph Eston Nesselrodt
PATRICIA FALLON KOOGLER
JOSHUA MICHAEL DEAN
John Ralph Showalter
Bruce Chadwick Hatter
Zachary Steven Hatter
Aaron Patrick Schlappi
ANDREW PAGE LILLY
JOSEPH EVERETTALEXANDER CARLSON
Philip Jefferson Arey
MICHAEL LANDON MOLES
JOHN MICHAEL SCHAEUFELE
TAYSHA COLVIN PATTERSON
Jeffrey Raymond Furman
Thomas Fields Soyars
GARLAND RAY DAVIS
ARIEL LYNN HARPER

Within 25 miles of Waynesboro, VA, Best Investors lists 100 registered investment advisory firms with 223 offices nearby, managing about $9.78T in combined regulatory AUM across 2,471,637 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 Waynesboro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM