Best financial advisors in Weyers Cave, VA

Registered advisers within 25 miles of Weyers Cave, VA.

Offices

105

Firms

37

Combined AUM

$6.61T

Firm-wide filings, not assets booked only here

Clients

663K

662,826 clients when Item 5C has a number

Avg / client

$9.98M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Keezletown Rd
Weyers Cave, VA 24486

EDWARD JONES

121 A NORTH MAIN STREET
BRIDGEWATER, VA 22812

DAVENPORT & COMPANY LLC

21 Carpenter Lane Suite 101
Harrisonburg, VA 22801

EDWARD JONES

5 KILLDEER LN
DAYTON, VA 22821

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Drive Suite 110
Harrisonburg, VA 22801

ACORN FINANCIAL ADVISORY SERVICES, INC.

3211 Peoples Dr Suite 110
Harrisonburg, VA 22801

EDWARD JONES

102 DUNSMORE ROAD
VERONA, VA 24482

D.A. DAVIDSON & CO.

1925 STONE SPRING RD
HARRISONBURG, VA 22801

CREATIVE FINANCIAL DESIGNS, INC.

31 Southgate Ct Suite 202
HARRISONBURG, VA 22801

EDWARD JONES

1450 Brookhaven Dr
Harrisonburg, VA 22801

STATE FARM INVESTMENT MANAGEMENT CORP.

255 Lee Hwy
Verona, VA 24482

OSAIC INSTITUTIONS, INC.

80 CROSS KEYS ROAD
HARRISONBURG, VA 22801

WELLS FARGO CLEARING SERVICES, LLC

1795 S MAIN ST
HARRISONBURG, VA 22801

EDWARD JONES

1301 S HIGH ST SUITE 200
HARRISONBURG, VA 22801-1519

COMMONWEALTH FINANCIAL NETWORK

305 Lucy Drive
Harrisonburg, VA 22801

STATE FARM INVESTMENT MANAGEMENT CORP.

1741 Erickson Ave #B
Dayton, VA 22801

AMERIPRISE FINANCIAL SERVICES, LLC

560 NEFF AVE STE 400
HARRISONBURG, VA 22801-8027

EDWARD JONES

560 NEFF AVE SUITE 100
HARRISONBURG, VA 22801-8017

LPL FINANCIAL LLC

563 NEFF AVE, STE B
HARRISONBURG, VA 22801

LPL FINANCIAL LLC

1925 RESERVOIR STREET
HARRISONBURG, VA 22801

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

DAVENPORT & COMPANY LLC

ACORN FINANCIAL ADVISORY SERVICES, INC.

D.A. DAVIDSON & CO.

CREATIVE FINANCIAL DESIGNS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC INSTITUTIONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

Investors

Robert Craig Wheatley

Mindy Kay Schwartz

RAYMOND EUGENE GAY

Sean Michael Philpott

Joshua Kent Defnall

Matthew D Armentrout

Donald Franklin Heishman

SHANNON DALE WARE

James Graham Tate

Justin Tyler Rexrode

James Jordan White

Rachael Elizabeth Sauder

NICHOLE MICHELLE WHATLEY

TRAVIS FREDERICK MARSHALL

BENJAMIN TODD GLENN

Sonia Velasquez Shifflett

William Ryan Ostrander

Christian T Alger

GREGORY JOHN CULL

MATTHEW PAUL BOLLINGER

Morgan Brittany Eye

OWEN FRANKLIN SHOWALTER

CHRISTINE ELAINE WORONTZOFF

KATIE BETH WILKINS

MARK ANTHONY BRENNEMAN

JEANETTE LYNN SHOWALTER

SHANNON LEE LOKEY

BOYD BRIAN BURKHOLDER

KELLY BURKHOLDER

TYLER EDWARD DEPUTY

Heather Marie Hardy

Kaeley Grae Moran

Amelia Mae Catoe

Kathy Lou Armentrout

Timothy Hurst Leach

CAMERON BRET KERNS

ROSS EDWARD SHULL

Within 25 miles of Weyers Cave, VA, Best Investors lists 37 registered investment advisory firms with 105 offices nearby, managing about $6.61T in combined regulatory AUM across 662,826 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 Weyers Cave

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM