Best Financial Advisors in Yale, VA

Within 25 miles of Yale, VA, Best Investors lists 9 registered investment advisory firms with 9 offices nearby, managing about $3.14T in combined regulatory AUM across 528,391 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 Yale

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 8 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM

Best financial advisors in Yale, VA

Nearby offices

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

DAVENPORT & COMPANY LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

PFS INVESTMENTS INC.

Firms

Investors

Largest firms in Yale