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Best financial advisors in Bald Knob, WV

Registered advisers within 25 miles of Bald Knob, WV.

Offices
11
Firms
7
Combined AUM
$2.22T
Firm-wide filings, not assets booked only here
Clients
573K
572,763 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BIANCO CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.

Investors

CHAD RYAN PRESTON
John White
KENNY ALLAN JEFFREY
Patrick Scott Amburgey
Megan Renee Legursky
JULIE MARIE BAYS
RAYMOND JOSEPH MORTON
Heather Dawn Cantley
Justin Lee Windon
Douglas Edward Lehman
Michael David Patterson
Bill l Burgess
Miranda Kay Brunty
CLARK HAMPTON SWEPSTON
Deana K Gwinn
Charles L Wilkerson
Autumn Ballard
Michael Shane Robinson
ACIE WAYNE HYLTON

Within 25 miles of Bald Knob, WV, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.22T in combined regulatory AUM across 572,763 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 Bald Knob

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 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 BIANCO CAPITAL MANAGEMENT, LLC 1 advisers $2.94M AUM