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Best financial advisors in Windsor, VA

Registered advisers within 25 miles of Windsor, VA.

Offices
162
Firms
64
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,585,103 clients when Item 5C has a number
Avg / client
$6.87M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
RIVER CRESCENT ADVISORS, LLC
EDWARD JONES
NFSG CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVENPORT & COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KORVING & COMPANY LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JAMES RUSSELL STEPHENSON
KENNETH ALLEN DELOACH
KRISTEN WARREN GARDNER
Roy Aldon Runyon
Tyler Reed Dunn
Jeffrey Todd Scott
Johanna Wiggins
Phillip Lynn Frix
Sara Cathryn Crain
PAMELA NISBET MCWHORTER
CHARLES DANIEL HUGHES
DAVID ALLEN LOVE
RANDALL SCOTT CARR
LEIGH ANNE ELDER
Justin Wright Sorensen
SHARON ALLYN VINCENT
Keith Aldington Collinwood Compton
Zachary Fuhrmann
ANDREW CHRISTOPHER GREGORY
ELLA PATRICIA BOURNE
ARIE JACQUES KORVING
STEPHEN JOSEPH KORVING
Courtney Thompson
Shandre Mical Harasty
Richard Pope Reese
JEFFREY TAFT BRITTAIN
JOHN CHARLES MCKENDREE
JOSHUA COTTINGHAM WEST
GARY DEAN BRIGGS
JUSTIN LOUIS MORRIS
Jacquelyn Lindsay King

Within 25 miles of Windsor, VA, Best Investors lists 64 registered investment advisory firms with 162 offices nearby, managing about $10.9T in combined regulatory AUM across 1,585,103 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 Windsor

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM