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Best financial advisors in Bolivar, WV

Registered advisers within 25 miles of Bolivar, WV.

Offices
262
Firms
102
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,651,288 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
HOXTON PLANNING & MANAGEMENT, LLC
ADVISOR ALLIANCE LLC
MARINER INDEPENDENT
MISSION: ADVICE
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

TAMMY LYNN SIRBAUGH
Jennifer Blackford Fountain
LESLIE DANIELLE CRABILL
Ethan James Loewen
Joseph William Russo
KASEY D CRAFTS
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Archibald Robinson Hoxton
Rhiannon A Turner
Tyler Preston Kitner
ARCHIBALD ROBINSON HOXTON
JAMES ARTHUR SUTCH
Eric Jason Lewis
SAMUEL POWER BOYD
THOMAS PATRICK MAIDEN
Amanda Burkhart Ryder
Michael Wayne Kolasa
Mark James Brooke
Brian John McDonald
Joshua Wolinski
Morgana Herrera
Joseph Angel Esparolini
Mary Elizabeth Galvan
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
JOHN MARK GOLDSMITH
ZEBULON BRYCE SALE

Within 25 miles of Bolivar, WV, Best Investors lists 102 registered investment advisory firms with 262 offices nearby, managing about $13.0T in combined regulatory AUM across 2,651,288 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 Bolivar

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM