Best financial advisors in Clifton, WV

Registered advisers within 25 miles of Clifton, WV.

Offices

24

Firms

12

Combined AUM

$3.72T

Firm-wide filings, not assets booked only here

Clients

796K

795,813 clients when Item 5C has a number

Avg / client

$4.68M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2807 JACKSON AVE Suite C
POINT PLEASANT, WV 25550

10.2 miles away

EDWARD JONES

806B VIAND STREET
POINT PLEASANT, WV 25550

12.2 miles away

EDWARD JONES

905 WASHINGTON ST STE C
RAVENSWOOD, WV 26164-1142

14.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

204 Washington St
Ravenswood, WV 26164-1842

CREATIVE FINANCIAL DESIGNS, INC.

19 LOCUST STREET P.O. BOX 802
GALLIPOLIS, OH 45631

16.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

349 THIRD AVENUE
GALLIPOLIS, OH 45631

16.5 miles away

ROBERT W. BAIRD & CO. INCORPORATED

352 Second Avenue
Gallipolis, OH 45631

16.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

342 2nd Ave
Gallipolis, OH 45631

16.5 miles away

LPL FINANCIAL LLC

334 2ND AVE, STE 1B
GALLIPOLIS, OH 45631

16.5 miles away

EVANS WEALTH MANAGEMENT

300 SECOND AVENUE SUITE D
GALLIPOLIS, OH 45631

16.6 miles away

EDWARD JONES

205 2ND AVE
GALLIPOLIS, OH 45631-1021

16.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

505 Richland Avenue
Athens, OH 45701

21.3 miles away

BLACKBEAR CAPITAL, LLC

107 W MAIN ST
RIPLEY, WV 25271

21.5 miles away

J.P. MORGAN SECURITIES LLC

420-424 RICHLAND AVENUE
ATHENS, OH 45701

21.7 miles away

EDWARD JONES

420 CHARLESTON DRIVE SUITE C
RIPLEY, WV 25271

21.9 miles away

LPL FINANCIAL LLC

5 DEPOT STREET
ATHENS, OH 45701

22.7 miles away

LPL FINANCIAL LLC

90 S. SHAFER STREET
ATHENS, OH 45701

22.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1096 E State St
Athens, OH 45701

22.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

18 W STATE ST STE 100
ATHENS, OH 45701

22.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

92 N COURT STREET
ATHENS, OH 45701

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CREATIVE FINANCIAL DESIGNS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ROBERT W. BAIRD & CO. INCORPORATED

LPL FINANCIAL LLC

EVANS WEALTH MANAGEMENT

BLACKBEAR CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Lesley Catherine Marrero

Jerrod Lowell Sparling

RICHARD GLENN MCDANIEL

BRANDY LEIGH RICHARDS

NICHOLAS EDWIN SMITH

JAMES PATRICK SAUNDERS

MARK EDWIN SMITH

Robin Henderson Fowler

JAIME MARIE TRAYWICK

JAMES MICHAEL MRDJENOVICH

Isaac Nathan Mills

Jennifer R Rose

STUART CLARK GOLDSBERRY

JACK PRESTON WHITNEY

MAXWELL LEE KNAPP

Robert Postlewaite

Michael Ryan Barton

Andrew J McRill

DANIEL SEAN STROH

MARK VAUGHN SNIDER

Jacob R Fraylick

Michael Chapman

James Spiro Karageorge

PHILLIP MICHAEL SMELTZER

KEVIN MATTHEW GEGORSKI

JEFFERY DALE CHADDOCK

SCOTT D BENTLEY

Within 25 miles of Clifton, WV, Best Investors lists 12 registered investment advisory firms with 24 offices nearby, managing about $3.72T in combined regulatory AUM across 795,813 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 Clifton

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 CREATIVE FINANCIAL DESIGNS, INC. 473 clients · 166 advisers $2.94B AUM