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Best financial advisors in Maurertown, VA

Registered advisers within 25 miles of Maurertown, VA.

Offices
72
Firms
27
Combined AUM
$6.49T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,043,274 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
LEGACY FINANCIAL
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

Taylor Ryan LaFever
Lacey Barnett Snarr
Lora Cooper Loving
James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Ann Marie Stalbird
Justin Robert Baker
AARON PHILIP MORMANN
Crystal Gail Foltz Hollar
Stuart F Freakley
Tracy Pamela Miller
Brandon U Davis
CALAN ADELLE JANSEN
Charles W Nagelvoort
Lloyd Charles Knight
Adrianne M Smith
RALEIGH EDWARD KRAFT
JONATHAN WILLIAM BERRY
GEORGE LEE KARNES
JENNIFER LYNN JONES
BRITTANY NICOLE COOK
ERIZDE JESUS RIOS
Amy Marie Straightiff
Evan T Courtney
Bret Waterman Hrbek
Corey J Seymour
Erin Drumheller
JAMES JOSEPH KELLY
Peter Wesley Walther
Will Lawrence
Robert T Harris

Within 25 miles of Maurertown, VA, Best Investors lists 27 registered investment advisory firms with 72 offices nearby, managing about $6.49T in combined regulatory AUM across 1,043,274 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 Maurertown

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 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM