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Best financial advisors in Whaleyville, VA

Registered advisers within 25 miles of Whaleyville, VA.

Offices
26
Firms
13
Combined AUM
$3.20T
Firm-wide filings, not assets booked only here
Clients
328K
328,271 clients when Item 5C has a number
Avg / client
$9.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JEFFREY TAFT BRITTAIN
Richard Pope Reese
Zachary Fuhrmann
ANDREW CHRISTOPHER GREGORY
JOHN CHARLES MCKENDREE
JOSHUA COTTINGHAM WEST
GARY DEAN BRIGGS
JUSTIN LOUIS MORRIS
Jacquelyn Lindsay King

Within 25 miles of Whaleyville, VA, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $3.20T in combined regulatory AUM across 328,271 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 Whaleyville

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 9,667 clients · 495 advisers $36.7B AUM 8 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM