Best Investors Account Sign in

Best financial advisors in Ballard, WV

Registered advisers within 25 miles of Ballard, WV.

Offices
6
Firms
6
Combined AUM
$1.83T
Firm-wide filings, not assets booked only here
Clients
224K
223,643 clients when Item 5C has a number
Avg / client
$8.18M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
4 SEASONS ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.

Investors

Braxton Elliott Gilmer
RICHARD DAVID ALLEN
William Joshua Pennington
KEVIN T RHODES
James Linton Folmar
JONATHAN PAUL FABER
JASON WAYNE LONGNECKER

Within 25 miles of Ballard, WV, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $1.83T in combined regulatory AUM across 223,643 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 Ballard

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 5 4 SEASONS ADVISORS 10 clients · 2 advisers $700.0K AUM