Best financial advisors in Beckley, WV

Registered advisers within 25 miles of Beckley, WV.

Offices

18

Firms

11

Combined AUM

$2.37T

Firm-wide filings, not assets booked only here

Clients

649K

648,874 clients when Item 5C has a number

Avg / client

$3.65M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

189 DRY HILL ROAD
BECKLEY, WV 25801

EDWARD JONES

1810 HARPER RD SUITE B
BECKLEY, WV 25801

STATE FARM INVESTMENT MANAGEMENT CORP.

106 Sunset Dr
Beckley, WV 25801

EDWARD JONES

269 Market Road
BECKLEY, WV 25801

TRUIST ADVISORY SERVICES, INC.

3849 ROBERT C BYRD DR
BECKLEY, WV 25801-2956

LPL ENTERPRISE, LLC

108 LOCUST ST
BECKLEY, WV 25801

J.P. MORGAN SECURITIES LLC

500 - 600 NEVILLE STREET
BECKLEY, WV 25801

VANDALIA WEALTH

101 N. KANAWHA SUITE 301
BECKLEY, WV 25801

STATE FARM INVESTMENT MANAGEMENT CORP.

1100 N Eisenhower Dr
Beckley, WV 25801

EDWARD JONES

343 PRINCE STREET SUITE A
BECKLEY, WV 25801

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

716 S Kanawha St.
Beckley, WV 25801

EDWARD JONES

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

GRADIENT ADVISORS, LLC

968 Ritter Dr PO Box 1933
Beaver, WV 25813

MWA FINANCIAL SERVICES INC.

137 1/2 Main Street E.
Oak Hill, WV 25901

12.3 miles away

J.P. MORGAN SECURITIES LLC

215 MAIN STREET
OAK HILL, WV 25901

12.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1983 Cook Parkway
Oceana, WV 24870

22.2 miles away

AXXCESS WEALTH MANAGEMENT, LLC

101 N. KANAWHA ST SUITE 301
BECKLEY, WV 25801

J.P. MORGAN SECURITIES LLC

4140 ROBERT C. BYRD DRIVE
BECKLEY, WV 25801

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

LPL ENTERPRISE, LLC

J.P. MORGAN SECURITIES LLC

VANDALIA WEALTH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

GRADIENT ADVISORS, LLC

MWA FINANCIAL SERVICES INC.

AXXCESS WEALTH MANAGEMENT, LLC

Investors

Megan Renee Legursky

JULIE MARIE BAYS

RAYMOND JOSEPH MORTON

Heather Dawn Cantley

Justin Lee Windon

Douglas Edward Lehman

Michael David Patterson

ACIE WAYNE HYLTON

Miranda Kay Brunty

CLARK HAMPTON SWEPSTON

Charles L Wilkerson

Michael Shane Robinson

Jonathan Dorsey

WILLIAM RUSSELL STRAUB

Benjamin Gene Worley

Brooke Belmont Dempsey

Cheyenna Daniels

BRICE W HARTSUCH

HUNTER JAMES WADE

John Nicholas Forinash

Richard E Hampton

MATTHEW SHAWN ELKINS

Erin Nicole Runyon

Christopher Faris

Katie A. Barnes

CHAD RYAN PRESTON

MICHAEL DEAN CAVENDISH

Dave Lee Deming

Joseph DeLaRosa

Bailey Madison Meade

Within 25 miles of Beckley, WV, Best Investors lists 11 registered investment advisory firms with 18 offices nearby, managing about $2.37T in combined regulatory AUM across 648,874 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 Beckley

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 AXXCESS WEALTH MANAGEMENT, LLC 7,181 clients · 44 advisers $8.88B AUM