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Best financial advisors in Cross Lanes, WV

Registered advisers within 25 miles of Cross Lanes, WV.

Offices
76
Firms
38
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,765 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
UNITED BROKERAGE SERVICES, INC
J.P. MORGAN SECURITIES LLC
RETIREMENT PLANNING CONSULTANTS INC
FREEDOM FINANCIAL ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ON INVESTMENT MANAGEMENT CO

Investors

GEORGE ADDISON WEBB
BRANDON JAMES HUFFMAN
Joshua Caleb Spears
Michael David Fruth
James William Utterback
Shahram K Shafii
STEVEN KYLE BLANK
Colby Ray Johnson
STEPHEN WAYNE SMITH
GREGORY ALLEN DENNIS
WILLIAM CLIVE MANGUS
ERIC SCOTT PRITT
PATTY ANN LIPPS
Matthew C Carr
Jamya Berkley
Charlie DaVee
MICHAEL ALLEN FRONTINO
James Cameron Vance
ERIC J AYERSMAN
Charles Jennings Haught
MELISSA DAWN GRASS
BRIAN ROSS
JERRY DEAN POTTER
Kirstin Selbee
JOHN EVERETT BENNETT
Jason Keith Gruse
ROBERTA K SMITH
WESLEY HARRISON RICHARDSON
Ryan James Lang
BRETT MICHELLE HAMILTON

Within 25 miles of Cross Lanes, WV, Best Investors lists 38 registered investment advisory firms with 76 offices nearby, managing about $10.5T in combined regulatory AUM across 1,628,765 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 Cross Lanes

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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