Best financial advisors in Brooks, WV

Registered advisers within 25 miles of Brooks, WV.

Offices

21

Firms

13

Combined AUM

$2.38T

Firm-wide filings, not assets booked only here

Clients

643K

643,371 clients when Item 5C has a number

Avg / client

$3.69M

Combined AUM ÷ clients

Nearby offices

GRADIENT ADVISORS, LLC

968 Ritter Dr PO Box 1933
Beaver, WV 25813

15.6 miles away

EDWARD JONES

322 S EISENHOWER DR SUITE A
BECKLEY, WV 25801-5850

18.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

716 S Kanawha St.
Beckley, WV 25801

18.9 miles away

EDWARD JONES

343 PRINCE STREET SUITE A
BECKLEY, WV 25801

18.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1100 N Eisenhower Dr
Beckley, WV 25801

VANDALIA WEALTH

101 N. KANAWHA SUITE 301
BECKLEY, WV 25801

19.3 miles away

J.P. MORGAN SECURITIES LLC

500 - 600 NEVILLE STREET
BECKLEY, WV 25801

19.5 miles away

LPL ENTERPRISE, LLC

108 LOCUST ST
BECKLEY, WV 25801

19.6 miles away

TRUIST ADVISORY SERVICES, INC.

3849 ROBERT C BYRD DR
BECKLEY, WV 25801-2956

19.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

106 Sunset Dr
Beckley, WV 25801

20.5 miles away

EDWARD JONES

1810 HARPER RD SUITE B
BECKLEY, WV 25801

20.6 miles away

EDWARD JONES

269 Market Road
BECKLEY, WV 25801

20.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

189 DRY HILL ROAD
BECKLEY, WV 25801

21.8 miles away

PRINCIPAL SECURITIES, INC.

9745 Seneca Trail S
Lewisburg, WV 24901

23.9 miles away

4 SEASONS ADVISORS

1122 MERCER STREET
PRINCETON, WV 24740

AMERIPRISE FINANCIAL SERVICES, LLC

414 Wenonah Ave
Pearisburg, VA 24134-1623

24.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

200 S Walker St
Princeton, WV 24740

24.4 miles away

EDWARD JONES

195 ELMER STREET
PRINCETON, WV 24740

24.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

329 Ingleside Road
Princeton, WV 24740

24.5 miles away

EDWARD JONES

288 FOSTER ST
LEWISBURG, WV 24901

24.9 miles away

Firms

GRADIENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

VANDALIA WEALTH

J.P. MORGAN SECURITIES LLC

LPL ENTERPRISE, LLC

TRUIST ADVISORY SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

4 SEASONS ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

MATTHEW SHAWN ELKINS

John Nicholas Forinash

Richard E Hampton

BRICE W HARTSUCH

HUNTER JAMES WADE

Benjamin Gene Worley

Brooke Belmont Dempsey

Cheyenna Daniels

WILLIAM RUSSELL STRAUB

Jonathan Dorsey

Charles L Wilkerson

Michael Shane Robinson

Miranda Kay Brunty

CLARK HAMPTON SWEPSTON

ACIE WAYNE HYLTON

Justin Lee Windon

Heather Dawn Cantley

Douglas Edward Lehman

Michael David Patterson

Megan Renee Legursky

JULIE MARIE BAYS

RAYMOND JOSEPH MORTON

JONATHAN PAUL FABER

JASON WAYNE LONGNECKER

RICHARD DAVID ALLEN

Braxton Elliott Gilmer

James Linton Folmar

William Joshua Pennington

Kathryn Baity Eads

Within 25 miles of Brooks, WV, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $2.38T in combined regulatory AUM across 643,371 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 Brooks

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM