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Best financial advisors in Allen Junction, WV

Registered advisers within 25 miles of Allen Junction, WV.

Offices
21
Firms
12
Combined AUM
$2.75T
Firm-wide filings, not assets booked only here
Clients
647K
647,195 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
VANDALIA WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
GRADIENT ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
4 SEASONS ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Deana K Gwinn
Charles L Wilkerson
Autumn Ballard
Michael Shane Robinson
Miranda Kay Brunty
CLARK HAMPTON SWEPSTON
Jonathan Dorsey
BRICE W HARTSUCH
HUNTER JAMES WADE
Heather Dawn Cantley
Justin Lee Windon
Megan Renee Legursky
JULIE MARIE BAYS
RAYMOND JOSEPH MORTON
Benjamin Gene Worley
Brooke Belmont Dempsey
Tracy M Houck
Cheyenna Daniels
MATTHEW SHAWN ELKINS
John Nicholas Forinash
Richard E Hampton
WILLIAM RUSSELL STRAUB
ACIE WAYNE HYLTON
CHAD RYAN PRESTON
Douglas Edward Lehman
Michael David Patterson
Bill l Burgess
JESSIE DENNIS DWAYNE THOMPSON
James Linton Folmar
RICHARD DAVID ALLEN
KEVIN T RHODES
William Joshua Pennington
ROBERT BRUCE TERRY
Victoria Wyatt Lester
LINDSAY DUNMYER PRICE

Within 25 miles of Allen Junction, WV, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $2.75T in combined regulatory AUM across 647,195 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 Allen Junction

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM