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Best financial advisors in Augusta, WV

Registered advisers within 25 miles of Augusta, WV.

Offices
51
Firms
24
Combined AUM
$6.49T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,043,203 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
D.A. DAVIDSON & CO.
WEALTHCARE ADVISORY PARTNERS LLC
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BUTTONWOOD WEALTH
OSAIC INSTITUTIONS, INC.
RBC CAPITAL MARKETS, LLC

Investors

STEVEN EDWARD HAMANT
Marc Andrew Aguilar
Michael Sean O'Dell
Robert Joseph Hornbaker
Michael Ignatius Cesnik
DANIELLE K HILL
WILLIAM ROBY CREVELING
DOUGLAS CLAY ARTHUR
ELMO EARL BALL
Megan Elizabeth Branch
Stacey Loomis
GEORGE THOMAS WARREN
ALETA KATHRYN HOOVER
DREW MICHAEL FORTE
Andrew D Gauldin
James Marshall DuBrueler
CORY F COOK
DANIEL RAYMOND EVANS
BENJAMIN ALOYSIUS TURNER
SUSAN W KAGEY
JASON A WILLIAMS
WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW
CHRISTY LEIGH WADE
NICHOLAS C DIEHL
JOSHUA WILLIAMS
JULIA MARIE CONNELL
Jonathan Thomas Motichka
Tyler William Pence
ROBERT JAMES LEWANDOWSKI
Paul B Haecker
Jason Baird
JEREMY DUSTIN NICHOLS
JEFFREY ALLEN HAHN
STEVEN GREGORY PUGLIESE
JORDAN DANIEL BRAITHWAITE
KIMBERLY KERNS WINES
John T Houser
James U Imoh
Zachary Matthew Franks
John Mark DeSarno
CHET ALAN BINGHAM
JAMES WALTER ARMSTRONG
ROBERT LEWIS HOLMES
MATTHEW JAMES WUNDER

Within 25 miles of Augusta, WV, Best Investors lists 24 registered investment advisory firms with 51 offices nearby, managing about $6.49T in combined regulatory AUM across 1,043,203 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 Augusta

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