Best Investors Account Sign in

Best financial advisors in Burton, WV

Registered advisers within 25 miles of Burton, WV.

Offices
14
Firms
8
Combined AUM
$2.32T
Firm-wide filings, not assets booked only here
Clients
467K
467,168 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MILINOVICH & CO., INC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.

Investors

Robert A Kozul
Mattie Nicole Trefz
Kimberly Shay
JAMES JEFFREY CHADWELL
SAMANTHA JO CHADWELL
DEREK COLE NUZUM
Scott Alan Kinty
Jason A Graser
Austin J Tucker
Lane Thomas Flint
Evan Michael Kliethermes
Lesa Merlinna Yoho
Thomas Steven Fetsko
JEFFREY BRYAN WIDDUP
Molly Elizabeth Grandel
SHELBY NICOLE STILWELL
CHARLES LUCIAN CARNAHAN
MICHAEL ANDREW MILINOVICH
Joshuah Allan Dains
DOUGLASS RICHARD-HAROLD SCHMIDT
THOMAS JOSEPH BURKE
TAYLOR ROSS SHEPHERD
Mark J Toney

Within 25 miles of Burton, WV, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.32T in combined regulatory AUM across 467,168 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 Burton

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MILINOVICH & CO., INC 3 advisers $106M AUM