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Best financial advisors in Burlington, WV

Registered advisers within 25 miles of Burlington, WV.

Offices
17
Firms
7
Combined AUM
$2.18T
Firm-wide filings, not assets booked only here
Clients
263K
262,902 clients when Item 5C has a number
Avg / client
$8.30M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LEGACY FINANCIAL
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROYAL FUND MANAGEMENT, LLC

Investors

Adam Carlin
Tony Matthew Cook
John Michael Cheshire
Rachel Suzanne Schetrom
Rodney Wayne Barker
PATRICK HUGH CUNNINGHAM
MELISSA ANN MOYERS
Logan Demyon
Devon Sean Rogers
Brett Nesselrodt
BARTH HOWARD FRANKENBERRY
Brandon Paul Combs
JULIE MARIE BAKER
Douglas Reade Kramer
Kyle W Adams
John Andrew Rose
FRANK ROSARIO FATO
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL

Within 25 miles of Burlington, WV, Best Investors lists 7 registered investment advisory firms with 17 offices nearby, managing about $2.18T in combined regulatory AUM across 262,902 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 Burlington

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 ROYAL FUND MANAGEMENT, LLC 23 clients · 83 advisers $1.56B AUM