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Best financial advisors in Woodberry Forest, VA

Registered advisers within 25 miles of Woodberry Forest, VA.

Offices
71
Firms
31
Combined AUM
$6.99T
Firm-wide filings, not assets booked only here
Clients
1.85M
1,852,552 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LEVEL FOUR ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
D.A. DAVIDSON & CO.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
THIRD MILLENNIUM ADVISORS, INC.

Investors

Jessica Bridges Martin
Jeffrey Scott Earnhardt
Shaylyne Elaine Gough
RYAN COLE MIRACLE
ETHAN MICHAEL LOHR
GREGORY MICHAEL LOHR
Tyler Lamont Herring
Phillip T Lennon
Kyle Vrhovac
Cindy Lee Rickett
CATHY LYNN POE
JOHN DOMINIC ZALESKI
RICHARD TODD HARRINGTON
KEITH ANDREW O'BRIEN
STEVEN CLARK KORNICKER
DARIUS MANUCHER VESUNA
Carolyn Bittenbender Poling
CYNTHIA LYNN SHIFFLETT
Conner D Forster
Tricia Hammer Hulsey
BOBBIE DEAN BASCOMBE
Thomas Kyle Linski
GILLETTE KEITH HARRIS
ALLEN GRIFFEY
Jordan E Walther
Korby Deveston Griffith
Marianne Louise Shepard

Within 25 miles of Woodberry Forest, VA, Best Investors lists 31 registered investment advisory firms with 71 offices nearby, managing about $6.99T in combined regulatory AUM across 1,852,552 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 Woodberry Forest

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM