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Best financial advisors in Bloomery, WV

Registered advisers within 25 miles of Bloomery, WV.

Offices
66
Firms
28
Combined AUM
$6.49T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,044,607 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
EDWARD JONES
R & J FINANCIAL PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
D.A. DAVIDSON & CO.
CORNERSTONE ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED CAPITAL FINANCIAL ADVISORS
OSAIC INSTITUTIONS, INC.
BUTTONWOOD WEALTH
TRUIST ADVISORY SERVICES, INC.

Investors

VICKI SUE DAVENPORT
CHRISTOPHER STEPHEN COTTERELL
RYAN CHARLES OATES
Kathryn Rochelle Lopez
Sean Edward Dudley
EVAN G GARFOLA
CLIFTON L RUTHERFORD
BRIAN PETER DAVET
CHRISTOPHER JOHN MERCHANT
Whitney Godlove Pyles
Emma E Stone
MYLES DAVID MCPARTLAND
Jonathan Thomas Motichka
ELMO EARL BALL
Megan Elizabeth Branch
Stacey Loomis
GEORGE THOMAS WARREN
ALETA KATHRYN HOOVER
ERIC BRADLEY WEITZ
DENNIS MICHAEL CONNOR
Garrett Michael Murray
WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW
CHRISTY LEIGH WADE
NICHOLAS C DIEHL
John T Houser
James U Imoh
JOSHUA WILLIAMS
JULIA MARIE CONNELL
Zachary Matthew Franks
John Mark DeSarno
CHET ALAN BINGHAM
JEREMY DUSTIN NICHOLS
JEFFREY ALLEN HAHN
STEVEN GREGORY PUGLIESE
JORDAN DANIEL BRAITHWAITE
KIMBERLY KERNS WINES
ERIN EDWARD BOJARCZUK
KANDICE RENEE BOREL
Matthew Slater Dyson

Within 25 miles of Bloomery, WV, Best Investors lists 28 registered investment advisory firms with 66 offices nearby, managing about $6.49T in combined regulatory AUM across 1,044,607 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 Bloomery

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM