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Best financial advisors in Cleveland, WV

Registered advisers within 25 miles of Cleveland, WV.

Offices
9
Firms
6
Combined AUM
$2.15T
Firm-wide filings, not assets booked only here
Clients
572K
572,254 clients when Item 5C has a number
Avg / client
$3.76M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

Rebecca Diane Lyons
JENNIFER DENISE KESLING
Carter Glover
Lisa Lynn Cain
Brendan Richard Cain
DANIEL REZA AFZALIRAD
Kolby Abruzzino
Sherald E Hill
Robert J Kimble
JAMES LAWRENCE DOLAN
Richard Mason Bailey
Nicholas Leon Roberts
Frank Mazzie
Emily Jane Miller
Tiffany Curtis Elliott
Thomas James Newbrough
Jason Beveridge

Within 25 miles of Cleveland, WV, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $2.15T in combined regulatory AUM across 572,254 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 Cleveland

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 HUNTINGTON FINANCIAL ADVISORS 451 advisers $7.89B AUM