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Best financial advisors in Parkesburg, PA

Registered advisers within 25 miles of Parkesburg, PA.

Offices
682
Firms
279
Combined AUM
$37.6T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,353 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
SIMPLICITY WEALTH
CETERA INVESTMENT ADVISERS LLC
BARE WEALTH ADVISORS
HOEY INVESTMENTS, INC.
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
REVISIONIST WEALTH ADVISORS, LLC
EDWARD JONES
EAGLE INVESTMENT ADVISORS

Investors

RYAN KEITH TYLER
JEFFREY MICHAEL WOLF
IAN KAHIL
Trent Michael Hart
Charles Edward Tilkens
CURTIS MARK BURKHOLDER
RONALD DEAN BARE
RYAN MATTHEW KURTZ
JAMES GREGORY WAHLBERG
Adam David Black
David Lon Denlinger
CLAIR LAMAR KING
Kurtis M Eby
Adam Sweigart
ALEXANDRE S COSTA
JARED KRIST STANLEY
FRANCIS JAMES HOEY
REBECCA LORRAINE MCGEHEAN
JOSEPH MICHAEL FARAGASSO
David Paul Dively
JOANNE LEE WEIDNER
Marc Richard Apfelbaum
Jian Serina Shi
DAVID LYNN SUMMERS
JAY ALAN PAINTER

Within 25 miles of Parkesburg, PA, Best Investors lists 279 registered investment advisory firms with 682 offices nearby, managing about $37.6T in combined regulatory AUM across 2,923,353 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 Parkesburg

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM