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Best financial advisors in Woodlawn, VA

Registered advisers within 25 miles of Woodlawn, VA.

Offices
32
Firms
14
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
498K
497,883 clients when Item 5C has a number
Avg / client
$7.39M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
PLANMEMBER SECURITIES CORPORATION
CARY STREET PARTNERS

Investors

LARRY JUSTIN EDWARDS
LARRY EVERETT EDWARDS
Robert Donald Elijah Morgan
Samuel Hendrick Beasley
John Hampton Bryant
Douglas S Bryant
LARRY CRAIG BOWMAN
CHRISTOPHER RONALD PORTER
LYNN HAYES FUNK
KODY RIAN MCDANIEL
JACQUELINE F VAUGHAN
EDWARD AMBROSE HANKS
Douglas Eugene Morgan
Joshua Kent Garrett
ROBERT DALE WINGATE
Ches Robert Helmick
Ross Tanner Joyce
Tammy H Joyce
Randy Dale Joyce
THOMAS FRANKLIN HUNDLEY
JOHN BATTLE PHILIPS
MATTHEW WADE VOREH
Andi Draughn Schnuck
Curtis Jon Miller
Joseph T Cockram
George Logan Draughn
Thomas Alexander Ely
Ethan Bailey Cook
AARON JAMES SUMMERS
Russell Todd Jones
Mary Ann Bennett
ANTHONY DANE SHINAULT

Within 25 miles of Woodlawn, VA, Best Investors lists 14 registered investment advisory firms with 32 offices nearby, managing about $3.68T in combined regulatory AUM across 497,883 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 Woodlawn

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM