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Best financial advisors in Moorefield, OH

Registered advisers within 25 miles of Moorefield, OH.

Offices
64
Firms
32
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
999K
998,992 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
WESBANCO SECURITIES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
APPALACHIAN CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
PORTFOLIO MEDICS, LLC
J.P. MORGAN SECURITIES LLC

Investors

Zachary Thomas Smith
Paul Michael Peter Lamm
ROBERT JOSEPH POSITANO
JEFFREY A POSITANO
HEIDI REBECCA LANGE MISSETT
PAUL DARWIN MCNEILL
HENRY ZEBEDE GRAHAM
Suzanne Ice
BENJAMIN DAVID OHL
Cullen Wesley Dalton
JULIE ANNE VAVRA DALEY
GABRIEL HALL
Jason Ogden
TIMOTHY PAUL OGRADY
JOHN WILLIAM PARKINSON
Miranda R Parkinson
Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
MARK T STECKER
Paul D Sweeney
SCOTT ANDREW CASTILOW
VINCENT ROBERT GALLAGHER
Robert Paul Aborn
James E Kolb

Within 25 miles of Moorefield, OH, Best Investors lists 32 registered investment advisory firms with 64 offices nearby, managing about $5.60T in combined regulatory AUM across 998,992 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 Moorefield

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM