Best Investors Account Sign in

Best financial advisors in Ceredo, WV

Registered advisers within 25 miles of Ceredo, WV.

Offices
61
Firms
30
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,391,944 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JONDAKNOWS FINANCIAL GROUP, INC.
MML INVESTORS SERVICES, LLC
J. W. COLE ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LEIF CLARKE WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

ROBERT JERRY BREWSTER
JAMES GREGORY GIBBS
SUSANNE F EAVENSON
VERMOND SCOTT HARRIS
JONDA KAY LOWE
JAMES EVAN CUMMINGS
Seth Benjamin Levy
ROBERT ANDREW KOPP
BENJAMIN VAUGHN WORKMAN
Paula Bonk
ANDREW WALLACE FISCHER
ROBERT PATRICK SIMMONS
DAVID JONATHAN MILLER
GREGORY ALLEN RANKIN
KELSEY D PATTERSON
PAUL KIRSH JACOBSON
CHARLES ALVIN MUSIC
JEFFEREY H. BIEDERMAN
Jeffrey Ray Faucette
Andrew David Burns
PETER LEWIS DEWALD
JAMES DAVID PERRY
BRANDON B ROISMAN
MARSHA LYNN ADKINS
Jason Elkins
Stewart Reid Frye
Dane Lehman
Christopher Mark Ball
Anthony W Park
LEIF ERIC CLARKE
Cecil ORyan McGraw
TERRESA GAY TAWNEY PRATT
Sarah Frances Aluise
IAN MICHAEL PHILLIPS
JOSEPH TYLER BULLINGTON
Sean Hornbuckle
Rebecca Tanner

Within 25 miles of Ceredo, WV, Best Investors lists 30 registered investment advisory firms with 61 offices nearby, managing about $9.81T in combined regulatory AUM across 1,391,944 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 Ceredo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM