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Best financial advisors in Bluefield, WV

Registered advisers within 25 miles of Bluefield, WV.

Offices
14
Firms
10
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
445K
444,780 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
4 SEASONS ADVISORS
LPL FINANCIAL LLC
D.A. DAVIDSON & CO.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
CALTON & ASSOCIATES, INC.

Investors

ROBERT BRUCE TERRY
Victoria Wyatt Lester
LINDSAY DUNMYER PRICE
JESSIE DENNIS DWAYNE THOMPSON
MICHAEL SHANE PATTON
GREGORY THEODORE DEGRAY
Michael T Wood
MICHAEL TODD WOOD
Sasha Ranee Schrage
Sara May
Christopher Alan Benson
ANNE IANNONE CROWE
JONATHAN RICHARD FERRELL
PETER RANDALL ROMANO
James Linton Folmar
KEVIN T RHODES
William Joshua Pennington
RICHARD DAVID ALLEN
Rodney Dewitt Gillespie
SCOTT MATTHEW PITTMAN
Jonathan Dorsey

Within 25 miles of Bluefield, WV, Best Investors lists 10 registered investment advisory firms with 14 offices nearby, managing about $3.10T in combined regulatory AUM across 444,780 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 Bluefield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 CALTON & ASSOCIATES, INC. 144 advisers $1.58B AUM