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Best financial advisors in Woodsfield, OH

Registered advisers within 25 miles of Woodsfield, OH.

Offices
9
Firms
8
Combined AUM
$1.27T
Firm-wide filings, not assets booked only here
Clients
65.5K
65,462 clients when Item 5C has a number
Avg / client
$19.4M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
HAZLETT, BURT & WATSON, INC.
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.

Investors

Ciara Kathleen Stewart
NIKKI VON LUDE
JOSHUA C WOODBY
Matthew J Herink
THOMAS JOSEPH BURKE
DOUGLASS RICHARD-HAROLD SCHMIDT
TAYLOR ROSS SHEPHERD
Mark J Toney
HEIDI REBECCA LANGE MISSETT
PAUL DARWIN MCNEILL
HENRY ZEBEDE GRAHAM
CHRISTOPHER D METZ

Within 25 miles of Woodsfield, OH, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $1.27T in combined regulatory AUM across 65,462 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 Woodsfield

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

1 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 2 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 SECURITY CAPITAL MANAGEMENT 20 advisers $1.39B AUM 8 COMMONWEALTH FINANCIAL SERVICES 1 clients · 17 advisers $995M AUM