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Best financial advisors in Yancey Mills, VA

Registered advisers within 25 miles of Yancey Mills, VA.

Offices
225
Firms
100
Combined AUM
$9.78T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,471,609 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
RUGBY ASSOCIATES, L.L.C.
STURMAN WEALTH ADVISORS
MASONRY CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
REDE WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
CORNERSTONE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Brad Lovingood
TODD ANTHONY STURMAN
Howard Jay Cranford
Clay Joseph Sefter
MARK ANDREW MEULENBERG
JOHN MICHAEL SCHAEUFELE
Dalton Logan Campbell
Kevin Dee Sparacino
JOSEPH BAXTER PLATT
JEFFREY SCOTT REBICH
James Sidney Clark
MARTESE WILKES
MICHAEL LEE GILBERT
JORGEN VIK
MICHAEL HENRY KAMINSKI
LAUREN KAMINSKI
Jose Manuel Leon Garcia
Caroline Taylor Dominguez
Vincent Nicholas Arcuri
John Patrick Hamilton
Edward Lee
STEPHANIE L LOVRIA
Julianne Parrish DeVarennes
MEGAN ELIZABETH SHIFFLETT
SUSAN JOHANNA ROGERS
Tracey Kirsteen Collins
Daniel Alexander Buckman
STEPHEN JAMES MCNAUGHTON
MATTHEW H DAWSON
Thomas Elliott Jackson
BRITT EDWARD HOCKENBERRY
CHENCHEN YIN
TAYSHA COLVIN PATTERSON
STEVEN JAMES ENGEL
MARYANNA LOUISE GILMER

Within 25 miles of Yancey Mills, VA, Best Investors lists 100 registered investment advisory firms with 225 offices nearby, managing about $9.78T in combined regulatory AUM across 2,471,609 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 Yancey Mills

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM