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Best financial advisors in Big Otter, WV

Registered advisers within 25 miles of Big Otter, WV.

Offices
7
Firms
5
Combined AUM
$680B
Firm-wide filings, not assets booked only here
Clients
126K
126,466 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
EQUITY SERVICES, INC.
VICUS CAPITAL, INC.

Investors

Brandon Alan McNeely
JAMES LAWRENCE DOLAN
Rebecca Diane Lyons
COREY ADAM BROWNING
CARL EDWARD JOHNSON
BARRY ALAN HUNTER
NORMAN LEE DANIELS

Within 25 miles of Big Otter, WV, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $680B in combined regulatory AUM across 126,466 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 Big Otter

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 3 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM 4 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 5 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM