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Best financial advisors in Capels, WV

Registered advisers within 25 miles of Capels, WV.

Offices
10
Firms
9
Combined AUM
$2.97T
Firm-wide filings, not assets booked only here
Clients
376K
375,964 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
4 SEASONS ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
BIANCO CAPITAL MANAGEMENT, LLC
D.A. DAVIDSON & CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
EAGLE STRATEGIES LLC

Investors

CHAD RYAN PRESTON
JESSIE DENNIS DWAYNE THOMPSON
PETER RANDALL ROMANO
John White
Michael T Wood
MICHAEL TODD WOOD
Sasha Ranee Schrage
ROBERT BRUCE TERRY
Victoria Wyatt Lester
LINDSAY DUNMYER PRICE
ANNE IANNONE CROWE
JONATHAN RICHARD FERRELL
Sara May
Christopher Alan Benson
Rodney Dewitt Gillespie
MICHAEL SHANE PATTON
GREGORY THEODORE DEGRAY

Within 25 miles of Capels, WV, Best Investors lists 9 registered investment advisory firms with 10 offices nearby, managing about $2.97T in combined regulatory AUM across 375,964 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 Capels

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 BIANCO CAPITAL MANAGEMENT, LLC 1 advisers $2.94M AUM