Best financial advisors in Athens, WV

Registered advisers within 25 miles of Athens, WV.

Offices

22

Firms

13

Combined AUM

$3.53T

Firm-wide filings, not assets booked only here

Clients

857K

857,336 clients when Item 5C has a number

Avg / client

$4.12M

Combined AUM ÷ clients

Nearby offices

4 SEASONS ADVISORS

1122 MERCER STREET
PRINCETON, WV 24740

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

200 S Walker St
Princeton, WV 24740

EDWARD JONES

195 ELMER STREET
PRINCETON, WV 24740

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

329 Ingleside Road
Princeton, WV 24740

4 SEASONS ADVISORS

236 LAUREL ST
BLUEFIELD, WV 24701

17.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

211 Federal Street
Bluefield, WV 24701

17.6 miles away

LPL FINANCIAL LLC

3008 E. CUMBERLAND ROAD
BLUEFIELD, WV 24701

17.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

414 Wenonah Ave
Pearisburg, VA 24134-1623

EDWARD JONES

9 Westwood Medical Park
BLUEFIELD, VA 24605

19.7 miles away

LPL FINANCIAL LLC

WESTWOOD MEDICAL PARK, #2
BLUEFIELD, VA 24605

19.7 miles away

D.A. DAVIDSON & CO.

2201 College Ave
Bluefield, VA 24605

19.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

524 VIRGINIA AVE
BLUEFIELD, VA 24605

20.2 miles away

GRADIENT ADVISORS, LLC

968 Ritter Dr PO Box 1933
Beaver, WV 25813

20.7 miles away

EDWARD JONES

322 S EISENHOWER DR SUITE A
BECKLEY, WV 25801-5850

23.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

716 S Kanawha St.
Beckley, WV 25801

23.4 miles away

EDWARD JONES

343 PRINCE STREET SUITE A
BECKLEY, WV 25801

23.6 miles away

J.P. MORGAN SECURITIES LLC

500 - 600 NEVILLE STREET
BECKLEY, WV 25801

23.7 miles away

VANDALIA WEALTH

101 N. KANAWHA SUITE 301
BECKLEY, WV 25801

23.7 miles away

LPL ENTERPRISE, LLC

108 LOCUST ST
BECKLEY, WV 25801

23.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1100 N Eisenhower Dr
Beckley, WV 25801

24.4 miles away

Firms

4 SEASONS ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

D.A. DAVIDSON & CO.

GRADIENT ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

VANDALIA WEALTH

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

RICHARD DAVID ALLEN

James Linton Folmar

William Joshua Pennington

JESSIE DENNIS DWAYNE THOMPSON

ROBERT BRUCE TERRY

Victoria Wyatt Lester

LINDSAY DUNMYER PRICE

MICHAEL SHANE PATTON

GREGORY THEODORE DEGRAY

Braxton Elliott Gilmer

Christopher Alan Benson

ANNE IANNONE CROWE

JONATHAN RICHARD FERRELL

MICHAEL TODD WOOD

Sasha Ranee Schrage

PETER RANDALL ROMANO

MATTHEW SHAWN ELKINS

John Nicholas Forinash

Richard E Hampton

BRICE W HARTSUCH

HUNTER JAMES WADE

Benjamin Gene Worley

Brooke Belmont Dempsey

Cheyenna Daniels

Charles L Wilkerson

Michael Shane Robinson

Jonathan Dorsey

Miranda Kay Brunty

CLARK HAMPTON SWEPSTON

WILLIAM RUSSELL STRAUB

Within 25 miles of Athens, WV, Best Investors lists 13 registered investment advisory firms with 22 offices nearby, managing about $3.53T in combined regulatory AUM across 857,336 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 Athens

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM