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Best financial advisors in White Post, VA

Registered advisers within 25 miles of White Post, VA.

Offices
93
Firms
39
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,046,086 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
BUTTONWOOD WEALTH
CORNERSTONE ASSET MANAGEMENT
GRIP FINANCIAL, LLC
UNITED CAPITAL FINANCIAL ADVISORS
TRUIST ADVISORY SERVICES, INC.
D.A. DAVIDSON & CO.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JAMES JOSEPH KELLY
Paul B Haecker
Jason Baird
Daniel John Snapp
Hannah Elizabeth Snapp
Ivan William Snapp
Tyler William Pence
ROBERT JAMES LEWANDOWSKI
Shanika A. McCloud
Julie A Wise
Jay Jerred Smith
Karis Kania Holnagel Frey
STUART BRUCE ALLEN
GAYLE B CANINI
Jennifer A McDonald
AMY DILL FLORES VELASQUEZ
JENNIFER SUSAN SHEA-ROOP
CHARLES MCFADDEN ELLISON
Mary Sterling Ervin
LORI PLACENTINO
JAMES RYAN WILDESEN
COURTNEY BRILL MEADOWS
JOHN A SICHENZE
Sharayah Joy Reed
OLFA RUTH OVERSTREET
TIMOTHY ALLEN THAXTON
MYLES DAVID MCPARTLAND
JAMES WALTER ARMSTRONG
ROBERT LEWIS HOLMES
MATTHEW JAMES WUNDER
JEREMY DUSTIN NICHOLS
JEFFREY ALLEN HAHN
STEVEN GREGORY PUGLIESE
JORDAN DANIEL BRAITHWAITE
KIMBERLY KERNS WINES
ERIC BRADLEY WEITZ
DENNIS MICHAEL CONNOR
MICHAEL DAVID GILMAN
JOSHUA WILLIAMS
JULIA MARIE CONNELL
ERIN EDWARD BOJARCZUK
KANDICE RENEE BOREL
Matthew Slater Dyson
ELMO EARL BALL
Megan Elizabeth Branch
Stacey Loomis
GEORGE THOMAS WARREN
ALETA KATHRYN HOOVER
WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW
CHRISTY LEIGH WADE
NICHOLAS C DIEHL

Within 25 miles of White Post, VA, Best Investors lists 39 registered investment advisory firms with 93 offices nearby, managing about $6.76T in combined regulatory AUM across 1,046,086 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 White Post

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 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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B 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