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Best financial advisors in Bartow, WV

Registered advisers within 25 miles of Bartow, WV.

Offices
4
Firms
4
Combined AUM
$1.26T
Firm-wide filings, not assets booked only here
Clients
85.4K
85,411 clients when Item 5C has a number
Avg / client
$14.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WESTMINSTER FINANCIAL ADVISORY CORP

Investors

LUANN K CREAGER
JODIE JAN PARRACK
Robert Eugene Cowgill
Desirae Nicole Kramer
VORAS KERNS HAYNES
CLIFFORD EARLE MARSTILLER

Within 25 miles of Bartow, WV, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.26T in combined regulatory AUM across 85,411 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 Bartow

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 WESTMINSTER FINANCIAL ADVISORY CORP 44 advisers $1.36B AUM