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Best financial advisors in White Stone, VA

Registered advisers within 25 miles of White Stone, VA.

Offices
16
Firms
13
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
251K
251,065 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

MWA INVESTMENTS, LLC
EDWARD JONES
MONROE CAPITAL PARTNERS, LLC
ETB CONSULTING
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
OYSTER CREEK CAPITAL
DESTINY MONEY MANAGEMENT
PRINCIPAL SECURITIES, INC.
INTERACTIVE FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MORGAN WADE ALLEY
Jacob Lucas Edwards
JOHN MARK MONROE
THOMAS YUNSANG CHO
PAMELA REYNOLDS HODGES
Joshua Trevor Long
Kimberly Ann Bennett
JOHN AVIS BLACK
BRIAN DAVID MANETZ
Maeghaen Goss Eley
JOHN BARKLEY WALLIN
WILLIS KEITH HUDGINS
Bryce Allen Fulford
Marc Anthony Hinson
ERIC FOSTER NOST
RICHARD JOHN FERRARO
EDWARD REAMY PITTMAN
Julia Alderson
MICHELE T FAULKNER
TERRI M DAVIS
CRESTON WELBY SAUNDERS
JACKSON PATRICK NEAL
DAWN MARIE DARRALL
MEGAN B GEORGE
KEVIN PATRICK HUSSEY
Kylisa Denise Harris
Christopher Reed Tripp
WILLIAM MICHAEL MULLINS
Shelton Vincent Glaze
Nathan Daniel Ferrell Hansen
Matthew Fletcher Williams
Sandra Ann Mickelborough

Within 25 miles of White Stone, VA, Best Investors lists 13 registered investment advisory firms with 16 offices nearby, managing about $2.94T in combined regulatory AUM across 251,065 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 Stone

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 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 MWA INVESTMENTS, LLC 38 clients · 1 advisers $250M AUM