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Best financial advisors in Coal City, WV

Registered advisers within 25 miles of Coal City, WV.

Offices
21
Firms
12
Combined AUM
$2.36T
Firm-wide filings, not assets booked only here
Clients
642K
641,704 clients when Item 5C has a number
Avg / client
$3.68M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VANDALIA WEALTH
LPL ENTERPRISE, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
4 SEASONS ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MWA FINANCIAL SERVICES INC.

Investors

MATTHEW SHAWN ELKINS
Deana K Gwinn
Charles L Wilkerson
Autumn Ballard
Michael Shane Robinson
BRICE W HARTSUCH
HUNTER JAMES WADE
Jonathan Dorsey
Miranda Kay Brunty
CLARK HAMPTON SWEPSTON
Benjamin Gene Worley
Brooke Belmont Dempsey
Tracy M Houck
Cheyenna Daniels
John Nicholas Forinash
Richard E Hampton
Justin Lee Windon
Heather Dawn Cantley
WILLIAM RUSSELL STRAUB
Megan Renee Legursky
JULIE MARIE BAYS
RAYMOND JOSEPH MORTON
ACIE WAYNE HYLTON
Douglas Edward Lehman
Michael David Patterson
Bill l Burgess
James Linton Folmar
RICHARD DAVID ALLEN
KEVIN T RHODES
William Joshua Pennington
Erin Nicole Runyon
Christopher Faris
Katie A. Barnes
CHAD RYAN PRESTON

Within 25 miles of Coal City, WV, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $2.36T in combined regulatory AUM across 641,704 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 Coal City

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM