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Best financial advisors in West Point, VA

Registered advisers within 25 miles of West Point, VA.

Offices
54
Firms
25
Combined AUM
$8.12T
Firm-wide filings, not assets booked only here
Clients
1.24M
1,235,568 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SEM WEALTH MANAGEMENT
LPL FINANCIAL LLC
BALLARDSVILLE INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
OYSTER CREEK CAPITAL
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
J.P. MORGAN SECURITIES LLC
DAVENPORT & COMPANY LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Robert James Lawrence
GARLAND MURPHY SCOTT
Edward Ralph Dudley
ROBERT ELVIN WILSON
BRENT B BARTH
WILLIAM JOSEPH HOPKE
WILLIAM BERNARD KING
JEROME MAURICE NEWBILL
REBECCA MCCRAW RINGLEY
KEVIN PATRICK HUSSEY
JEFFREY PAUL DOMINGUEZ
Shaobo Li
Kevin P Mallory
MELISSA DURST MURCHISON
JASON LEE COOPRIDER
WARREN RANDOLPH MARTIN
Jason Michael Blanchard
Samuel Blount Drewry
Brandon Boyd Call
Franisha Loranne Mootz
Michael Ray Rapay
Catherine Wilkerson Snyder
Virginia Hendrick Mohn
Steven Randall Mohn
SHERRI LEIGH PETEFISH
DEVON MATTHEW KING
HEATHER BLACKSTON HALL
RICHARD A. HENRY
Jacob Clark
Timothy Robert Geiling
COLLEEN NICOLE STEPHENSON
ALISON BELL FOLEY
JAMES IAN MCCORMICK
Michael Connor Levenson
EVELYN PATRICIA ECKSTROM
DAVID CHARLES ANDERSON
WILLIAM RANDOLPH BOYD
SEAN JAMES ALLBURN
THOMAS JOHN PTACHICK
EMILY ELIZABETH FISCELLA
GEORGE WADE ASKEW
STUART FRANCIS HONENBERGER
Lee Michael Lehmkuhler
MATTHEW JOHN MORGAN
Blake Points Hicks
BENJAMIN DAVIS BRYAN
JOHN PRESTON WALL
DONALD BRUCE BROWN
Emily Anne Harker Smith
JOSEPH BRUCE FILKO

Within 25 miles of West Point, VA, Best Investors lists 25 registered investment advisory firms with 54 offices nearby, managing about $8.12T in combined regulatory AUM across 1,235,568 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 West Point

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