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Best financial advisors in Crum, WV

Registered advisers within 25 miles of Crum, WV.

Offices
7
Firms
5
Combined AUM
$1.63T
Firm-wide filings, not assets booked only here
Clients
403K
402,815 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

AARON MICHAEL FINNEY
George Walter Swain
Patrick Scott Amburgey
Jeremy Aaron Slone
Gregory Lorenza Dempsey
Byron Keith Akers
MICHAEL CHASE CAUDILL

Within 25 miles of Crum, WV, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.63T in combined regulatory AUM across 402,815 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 Crum

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM