Best financial advisors in Wdberry Forst, VA

Registered advisers within 25 miles of Wdberry Forst, VA.

Offices

71

Firms

31

Combined AUM

$6.99T

Firm-wide filings, not assets booked only here

Clients

1.85M

1,852,552 clients when Item 5C has a number

Avg / client

$3.77M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

305 N. Madison Rd
Orange, VA 22960

EDWARD JONES

118 WEST MAIN ST
ORANGE, VA 22960

WELLS FARGO CLEARING SERVICES, LLC

1264 N MAIN ST
MADISON, VA 22727

COMMONWEALTH FINANCIAL NETWORK

320 North Main Street
Madison, VA 22727

EDWARD JONES

111 S MAIN ST
GORDONSVILLE, VA 22942

EDWARD JONES

420 Southridge Parkway Ste 108
Culpeper, VA 22701

12.9 miles away

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CUSPEPER, VA 22701

13.2 miles away

LEVEL FOUR ADVISORY SERVICES

763 MADISON ROAD SUITE 203
CULPEPER, VA 22701

13.2 miles away

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LANE SUITE 3210
CUPEPER, VA 22701

13.4 miles away

TRUIST ADVISORY SERVICES, INC.

1300 SUNSET LA
CULPEPPER, VA 22701

13.4 miles away

D.A. DAVIDSON & CO.

1300 SUNSET BLVD. SUITE 3220
CULPEPER, VA 22701

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

8767 Seminole Trl Ste 104
Ruckersville, VA 22968

13.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8341 SEMINOLE TRL
RUCKERSVILLE, VA 22968

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

401 Madison Rd
Culpeper, VA 22701

LPL FINANCIAL LLC

201 WATERS PL STE 106
CULPEPER, VA 22701

14.6 miles away

EDWARD JONES

237 EAST DAVIS STREET SUITE 100
CULPEPER, VA 22701

14.7 miles away

LPL FINANCIAL LLC

309 N. MAIN STREET
CULPEPER, VA 22701-3277

14.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

332 James Madison Hwy
Culpeper, VA 22701

15.4 miles away

EDWARD JONES

5928 SEMINOLE TRAIL SUITE 106
BARBOURSVILLE, VA 22923

15.7 miles away

THIRD MILLENNIUM ADVISORS, INC.

4493 STONY POINT ROAD
BARBOURSVILLE, VA 22923-2119

16.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

LEVEL FOUR ADVISORY SERVICES

TRUIST ADVISORY SERVICES, INC.

D.A. DAVIDSON & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

THIRD MILLENNIUM ADVISORS, INC.

Investors

Jessica Bridges Martin

Jeffrey Scott Earnhardt

Shaylyne Elaine Gough

RYAN COLE MIRACLE

ETHAN MICHAEL LOHR

GREGORY MICHAEL LOHR

Tyler Lamont Herring

Phillip T Lennon

Cindy Lee Rickett

JOHN DOMINIC ZALESKI

RICHARD TODD HARRINGTON

KEITH ANDREW O'BRIEN

STEVEN CLARK KORNICKER

DARIUS MANUCHER VESUNA

Carolyn Bittenbender Poling

CYNTHIA LYNN SHIFFLETT

Conner D Forster

Tricia Hammer Hulsey

BOBBIE DEAN BASCOMBE

Thomas Kyle Linski

GILLETTE KEITH HARRIS

Jordan E Walther

Korby Deveston Griffith

Marianne Louise Shepard

Within 25 miles of Wdberry Forst, VA, Best Investors lists 31 registered investment advisory firms with 71 offices nearby, managing about $6.99T in combined regulatory AUM across 1,852,552 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 Wdberry Forst

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM