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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

BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
CADENCE PLANNING, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
PFS INVESTMENTS INC.
BESTGATE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.

Investors

John Patrick Stakem
DANIELLE NICHOLE LEONARD
Patrick Kavanaugh
David Y Chang
LAUREN MARIE Byrne
COURTNEY MICHELLE ABRECHT
Matthew Peter Lincoln
JOEL ALBERT
Christian Edwards-Saliu
JOSHUA ADAM ZOLDAN
Alyssa M Groves
Brian David Yurek
Timothy Charles Kovalchick
JOSEPH JOHN CASSELLA
Vicki L Studt
EDWIN AYALA
KEITH ALAN HOOVER
BIODUN OLUWATOYIN AYO-DUROJAIYE
STACY ANN ALLGOOD SMITH
Gregory S Will
Timothy Michael Stolz
JEFFREY JAMES WHEELER
ANDREW PAUL MERCER
SCOTT EDMUND FERGUSON
JASON SCOTT NICHOLS
CHRISTOPHER JOHN ARDUINI
MICHAEL WALKER BUTTERFIELD
Michael Timothy Oswald
Richard Ray Pollick
NICOLE Jolie Russo
Denise R Boyd
Nathan Michael Hellman
Justin Lee
WILLIAM Scott BEASLEY
John Tyler Moriarty
Douglas Fernando Lara Castro
Rachel Sarah Nelliot

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