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Best financial advisors in Charleston, WV

Registered advisers within 25 miles of Charleston, WV.

Offices
88
Firms
40
Combined AUM
$9.66T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,554,915 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
WNA WEALTH MANAGEMENT, LLC
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC
MCKINLEY CARTER WEALTH SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
THE HUNTINGTON INVESTMENT COMPANY
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES

Investors

LORI DIANE MCGUIRE
SHARIN LISA AKHTAR
ROBERT ELLIS METZ
LESLIE A WILKERSON
BRETT KEITH STAPLES
GREGORY BRIAN MEADOWS
DAVID PHILIP KIRBY
MATTHEW ALAN HALE
CAYLEN BAIRE
CAROL DERENBURGER ROLLINS
RYAN KEITH PICKARD
DAVID LEE HOUCHINS
LEE ANDREW GINTHER
JANE ELIZABETH CARPENTER
JOHN MACINTOSH BARRY
DOROTHY RADFORD CROUCH
ROBERT L NISTENDIRK
JOHN MICHAEL JACOBS
BRADLEY MICHAEL FOSTER
JAMES RUFUS THOMAS
JOHN MARSHALL VALENTINE
JOHN RANDY VALENTINE
IAN CABANAG FLORES
DAVID PAUL WILCOX
Jeffrey Stenhouse
Jack Fuentes
STEVEN ANDREW TARDY
JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons
JAMES MORRIS O'CONNOR
LYLE DAVIS SMITH
Quin Cable
Norman Watts Shumate
ANTHONY TODD WATTS
JOSHUA S CROSS
Otis Leslie O'Connor
COLLIN KIRK CORNELL
J B Willis
Sarah S Trippe
RONALD ANDREW MURAD
JOHN DAVID QUISENBERRY
BRIAN JOSEPH MCCLUNG
THAD M TAYLOR
Michael R Fannin
JASON PAUL THOMPSON
DAVID S LONG
JOEL STEPHEN MCDAVID
Kevin Todd McGlothen
MICHAEL D HILL
CHRISTOPHER L HELLER
MELISSA KAY SHORT
JESSI ELIZABETH MILLS
JASON P BURKE
Conner E Fowler
Andrew Dalton Elliot
JAMES MICHAEL GOODWIN
KELLY L CASTLEBERRY
GEOFFREY T KORWAN
Danny Scott Wilkinson
EDWARD BARTOW NICHOLS
JOHN E. DAWSON
DAVID WILLIAM SNYDER
CASSANDRA DEAN WILLIAMSON
MATTHEW ONEIL KELLY
ANDREW W ZBAN
MARK WILLIAM MITCHELL
BRANDON LEE EDMONDSON
Ryan K Mullins
Brian Joseph Anania
Andrew R Lewis
Jacqueline Michelle Cavendish
BLAISE MEREDITH ROBESON
JEREMY CHRISTOPHER KING
CRAIG EDWARD BOWDEN
DEIDRA ANN PAYNE
JAMES KAY THOMAS PAYNE
Teresa Hart
JOHN KEITH BURDETTE
Brooks Henry Farmer

Within 25 miles of Charleston, WV, Best Investors lists 40 registered investment advisory firms with 88 offices nearby, managing about $9.66T in combined regulatory AUM across 1,554,915 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 Charleston

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM