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Best financial advisors in Woodstock, VA

Registered advisers within 25 miles of Woodstock, VA.

Offices
37
Firms
15
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
415K
414,738 clients when Item 5C has a number
Avg / client
$9.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LEGACY FINANCIAL
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Ann Marie Stalbird
Lacey Barnett Snarr
James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Lora Cooper Loving
Taylor Ryan LaFever
Tracy Pamela Miller
Brandon U Davis
CALAN ADELLE JANSEN
Justin Robert Baker
AARON PHILIP MORMANN
Crystal Gail Foltz Hollar
Stuart F Freakley
STARR ROBINSON JOHNSON
JOHN RODNEY JOHNSON
Jerry Allen Biller
RYAN C PAINTER
Anthony Craft
CHESTER BRADLEY HOLSINGER
Charles W Nagelvoort
Lloyd Charles Knight
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Adrianne M Smith
RALEIGH EDWARD KRAFT
Nathaniel Steven Rockey
Judy Ann Baker

Within 25 miles of Woodstock, VA, Best Investors lists 15 registered investment advisory firms with 37 offices nearby, managing about $4.14T in combined regulatory AUM across 414,738 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 Woodstock

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM