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Best financial advisors in Charles Town, WV

Registered advisers within 25 miles of Charles Town, WV.

Offices
168
Firms
74
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,458,807 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
NEWEDGE ADVISORS
GREAT VALLEY ADVISOR GROUP, LLC
MARINER INDEPENDENT
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
HOXTON PLANNING & MANAGEMENT, LLC

Investors

KASEY D CRAFTS
Ethan James Loewen
LESLIE DANIELLE CRABILL
Joseph William Russo
Jennifer Blackford Fountain
TAMMY LYNN SIRBAUGH
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Jordan Phillip Liskey
MICHAEL R. DANJCZEK
Kristen Lyn Money
Aniyah I Jones
Rachel Ann Elkins
SAMUEL POWER BOYD
Mark James Brooke
Brian John McDonald
Joshua Wolinski
Morgana Herrera
Joseph Angel Esparolini
Mary Elizabeth Galvan
ANDREW ALEXANDER RODNEY
RICHARD STEPHEN CHAMBERS
JOHN MARK GOLDSMITH
Michael Wayne Kolasa
Edward Walter Stone
Archibald Robinson Hoxton
Rhiannon A Turner
Tyler Preston Kitner
ARCHIBALD ROBINSON HOXTON
JAMES ARTHUR SUTCH

Within 25 miles of Charles Town, WV, Best Investors lists 74 registered investment advisory firms with 168 offices nearby, managing about $11.3T in combined regulatory AUM across 2,458,807 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 Charles Town

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM