Best financial advisors in Zuni, VA

Registered advisers within 25 miles of Zuni, VA.

Offices

31

Firms

16

Combined AUM

$5.03T

Firm-wide filings, not assets booked only here

Clients

517K

516,763 clients when Item 5C has a number

Avg / client

$9.73M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

11339 WINDSOR BLVD
WINDSOR, VA 23487

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

407 N Main St.
Franklin, VA 23851

11.5 miles away

DAVENPORT & COMPANY LLC

114 W 2nd Ave
FRANKLIN, VA 23851

11.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

116 N MAIN ST [PROFIT FORMULA]
FRANKLIN, VA 23851

11.6 miles away

EDWARD JONES

105 SOUTH MAIN STREET
FRANKLIN, VA 23851

11.6 miles away

EQUITABLE ADVISORS, LLC

631 COUNTY DRIVE P.O. BOX 129
WAKEFIELD, VA 23888

11.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

343 N. COLLEGE DRIVE
FRANKLIN, VA 23851

LPL FINANCIAL LLC

135 STEWART DR
FRANKLIN, VA 23851-2450

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2437 Prudent Blvd
Suffolk, VA 23434

15.9 miles away

NFSG CORPORATION

319-C MAIN STREET SUITE 105
SMITHFIELD, VA 23430

15.9 miles away

RIVER CRESCENT ADVISORS, LLC

800 W RIVERVIEW DRIVE
SUFFOLK, VA 23434

16.4 miles away

TRUIST ADVISORY SERVICES, INC.

1525 N MAIN ST
SUFFOLK, VA 23434

16.5 miles away

EDWARD JONES

1807 S CHURCH ST SUITE 200 B
SMITHFIELD, VA 23430

16.6 miles away

DAVENPORT & COMPANY LLC

330 WEST CONSTANCE ROAD SUITE 200
SUFFOLK, VA 23434-4967

16.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1100 S. Church St.
Smithfield, VA 23430

16.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

400 N MAIN ST [PROFIT FORMULA]
SUFFOLK, VA 23434

17.1 miles away

EDWARD JONES

220 NORTH MAIN STREET
SUFFOLK, VA 23434

17.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

15423 Carrollton Blvd
Carrollton, VA 23314-2307

19.9 miles away

EDWARD JONES

13478 CARROLLTON BLVD SUITE S
CARROLLTON, VA 23314

19.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1901 Governors Pointe Dr Ste A
Suffolk, VA 23436

20.6 miles away

Firms

PFS INVESTMENTS INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

DAVENPORT & COMPANY LLC

WELLS FARGO CLEARING SERVICES, LLC

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

NFSG CORPORATION

RIVER CRESCENT ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

Investors

JAMES RUSSELL STEPHENSON

William W Councill

MEGHAN MARIE COUNCILL

ELAINE MARGARET FENTERS

Kyle Harrison Black

Hunter Howard Haywood

JASON LYNN REBBE

LEAH-BETH THOMAS WILLIAMS

JAMES RILEY MCCULLEY

ANDREW JAMES MCCULLEY

KENNETH ALLEN DELOACH

PAMELA NISBET MCWHORTER

Roy Aldon Runyon

Tyler Reed Dunn

KRISTEN WARREN GARDNER

Jeffrey Todd Scott

Johanna Wiggins

Phillip Lynn Frix

Sara Cathryn Crain

DAVID ALLEN LOVE

CHARLES DANIEL HUGHES

RANDALL SCOTT CARR

LEIGH ANNE ELDER

Justin Wright Sorensen

SHARON ALLYN VINCENT

Keith Aldington Collinwood Compton

Zachary Fuhrmann

Within 25 miles of Zuni, VA, Best Investors lists 16 registered investment advisory firms with 31 offices nearby, managing about $5.03T in combined regulatory AUM across 516,763 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 Zuni

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM