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Best financial advisors in Wilsons, VA

Registered advisers within 25 miles of Wilsons, VA.

Offices
32
Firms
17
Combined AUM
$5.58T
Firm-wide filings, not assets booked only here
Clients
552K
552,143 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

TWIN RIVERS ADVISORS, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EMPIRE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

BENJAMIN DOUGLAS BRETZ
JEANETTE COHN BISHOP
Richard Allen Keller
Matthew Gabriel Escobar
DANIEL RYAN DOUGLAS
SHELDON CLYDE DRAKE
Christopher Joseph Benonis
SEAN MICHAEL SETINA
KENNETH CHARLES KAPINSKIS
GAVIN TYLER KENDALL
CHESTER JAMES RITCHIE
ERIC SPENCER OWEN
MATTHEW JACOB WILSON
AARON JAMES SYRACUSE
THERESA KELLY
HARRY CHESTER MICHALOWSKI
BRITTANY MARIE LESTER
CLARISSA MAE FLEMING
CHARLES EARL BENNETT
CHINDA MANALO
MICHAEL KENNETH THORNE
JENNIFER MARICELA PICKELHAUPT
NOAH CONNOR HARVEY
SCOTT CLIFFORD DINGMAN
DONALD RICHARD VAUGHT
BRADFORD ELIAS JOHNATHAN SPANGLER
KENNETH LAURENCE CORTRIGHT
WAYNE EMERSON LEE
VAN DIEP ANDERSEN
Janssen Gray Breeden
David Henry Hays
John C Lynch

Within 25 miles of Wilsons, VA, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $5.58T in combined regulatory AUM across 552,143 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 Wilsons

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM