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Best financial advisors in Canaan Valley, WV

Registered advisers within 25 miles of Canaan Valley, WV.

Offices
8
Firms
5
Combined AUM
$1.36T
Firm-wide filings, not assets booked only here
Clients
53.3K
53,279 clients when Item 5C has a number
Avg / client
$25.5M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Brett Nesselrodt
Devon Sean Rogers
FRANK ROSARIO FATO
John Andrew Rose
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
John Michael Cheshire
Rachel Suzanne Schetrom
Tony Matthew Cook

Within 25 miles of Canaan Valley, WV, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.36T in combined regulatory AUM across 53,279 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 Canaan Valley

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM