Best financial advisors in Core, WV

Registered advisers within 25 miles of Core, WV.

Offices

46

Firms

23

Combined AUM

$3.86T

Firm-wide filings, not assets booked only here

Clients

764K

764,442 clients when Item 5C has a number

Avg / client

$5.05M

Combined AUM ÷ clients

Nearby offices

ELM CAPITAL MANAGEMENT LLC

3467 UNIVERSITY AVENUE 2nd floor
star city, WV 26505

LPL FINANCIAL LLC

3345 UNIVERSITY AVE STE 5
MORGANTOWN, WV 26505

EDWARD JONES

3280 UNIVERSITY AVE SUITE 5
MORGANTOWN, WV 26505

AMERIPRISE FINANCIAL SERVICES, LLC

3120 University Ave
Morgantown, WV 26505-3239

THE HUNTINGTON INVESTMENT COMPANY

Suncrest 3120 University Ave.
Morgantown, WV 26505

MML INVESTORS SERVICES, LLC

3122 Collins Ferry RD
Morgantown, WV 26505

EDWARD JONES

827 FAIRMONT RD SUITE 202
MORGANTOWN, WV 26501

LPL FINANCIAL LLC

300 WEDGEWOOD DR
MORGANTOWN, WV 26505

EQUITABLE ADVISORS, LLC

430 DRUMMOND ST UNIT 3
MORGANTOWN, WV 26505

UNITED BROKERAGE SERVICES, INC

990 ELMER PRINCE DRIVE
MORGANTOWN, WV 26505

LPL FINANCIAL LLC

2885 UNIVERSITY AVE STE C
MORGANTOWN, WV 26505-6001

TRUIST ADVISORY SERVICES, INC.

466 CHECTNUT RIDGE RD
MORGANTOWN, WV 26506

TRUIST ADVISORY SERVICES, INC.

466 CHESTNUT RIDGE RD FL 1
MORGANTOWN, WV 26505

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

1053 Maple Dr Ste 200
MORGANTOWN, WV 26505

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

69 Clay St.
Morgantown, WV 26501

EDWARD JONES

1 Wharf St
MORGANTOWN, WV 26501

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

455 SUNCREST TOWNE CENTER DR STE 300
MORGANTOWN, WV 26505

10.1 miles away

PNC WEALTH MANAGEMENT LLC

455 SUNCREST TOWNE CENTRE
MORGANTOWN, WV 26505

10.1 miles away

WESBANCO SECURITIES, INC.

101 SUNCREST TOWNE CENTRE
MORGANTOWN, WV 26505

10.2 miles away

CETERA INVESTMENT ADVISERS LLC

651 SUNCREST TOWNE CENTER DRIVE
MORGANTOWN, WV 26505

10.3 miles away

Firms

ELM CAPITAL MANAGEMENT LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

UNITED BROKERAGE SERVICES, INC

TRUIST ADVISORY SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PNC WEALTH MANAGEMENT LLC

WESBANCO SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

Investors

GEORGE SCOTT SWEENEY

LOUIS PELLICCIONI

BRICE LOUIS PELLICCIONI

David Frederick Weigand

Brian Christopher Kurcaba

Trina Miller Browning

LAURA CATHERINE HOWE

Isaiah Reed Simon

GREGORY SCOTT MCCOY

VENETIA MARCENE ABULABAN

Trenton Manning Bailey

JEFFREY A. BAILEY

Lex Javaughn Singleton

RICKEY Del THOMAS

Zackary Thomas Nicholson

TIFFANY MARIE OSMAN

Baylee J Dunham

BRIAN PATRICK DEAN

Jonathan Eric Schnell

KENNETH SHAY FULTZ

KRISTAL GAIL WAYBRIGHT

Angela Jean Holdsworth

DOUGLAS SCOTT DAVIS

PATRICIA LYNN WATSON

MICHAEL ANGELO OLIVERIO

JASON EMIL KUNDIS

Hayden Thomas Mason

William Ryan Mason

CHARLES LABRITZ

Gregory Grant Simons

THOMAS JOSEPH BEGLEY

Within 25 miles of Core, WV, Best Investors lists 23 registered investment advisory firms with 46 offices nearby, managing about $3.86T in combined regulatory AUM across 764,442 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 Core

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM