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Best financial advisors in Dallas, WV

Registered advisers within 25 miles of Dallas, WV.

Offices
65
Firms
31
Combined AUM
$5.21T
Firm-wide filings, not assets booked only here
Clients
1.00M
1,003,671 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
FOUNDERS FINANCIAL ALLIANCE, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MCKINLEY CARTER WEALTH SERVICES, INC.
EDWARD JONES
WESBANCO INVESTMENT DEPARTMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DANIEL MATTHEW PADDEN
PAUL DOUGLAS CURNES
Abbie Sophia Talbert
Dylan Gongola
Vicki Ann Korinko
HOWARD JOSEPH BERTRAM
Jay Raymond Hunt
GARY WILLIAM GLESSNER
ERIC EDWARD SNODGRASS
PAUL ANTHONY BARNETTE
DEREK R SIMPSON
JOSHUA BLAIR SCHMALZ
Heather Nicole DeFranco
BRUCE NOEL TRUSHEL
LOUIS JOSEPH COSTANZO
Michael Charles Gardill
JEFFREY ALLAN FEASTER
ROCKY Willard LUDWICK
JOSEPH EDWARD WRIGHT
CARRIE ELIZABETH BOWMAN
CALLEN WAYNE BRYAN
SHAWN P ROHRIG
Khoury Allan Kloss
FRANK RAY NEIDERHISER
ARTHUR LAWRENCE CRIMMINS
Matthew Thomas Epling
BRIAN TYRONE GONGAWARE
WILLIAM WALDEN CARTER
SUZETTE MARLENE SMITH
JOHN TOMPKINS SLICER
Chelsea Lynn Clegg
TYRONE CONWAY PHILLIPPI
DAVID HOLMAN MCKINLEY
CHRISTOPHER JAY BUCK
TERESA E MICHAELS
JOHN HOWARD WILLIAMS
James Michael O'Brien
DAVID PAYNE NOLAN
JOSHUA MARK JOHNSON
SANDRA MARIE STEEDLE
Mael Glennon
Daniel Robert Young
ROSE LYNN WILSON
LISA FINKELSTEIN STAVSKY
SHARON J ALLER
RICKY TIMOTHY FISHER
VICKI LYNN WILEY
Perry M Reynolds
Carson Krueger
CHRISTOPHER RUSSELL WALTER
DANIEL BRADAICK
JAY CHARLES DIAS
KELSIE R DUNBAR
Spencer Brian Dolence
BRIAN D TUSSING
Brent L Blaus
ERIC S SPARLING
STEFAN LARS BRANNARE
SETH PERRY WHITE
DREW ADAM ECKLUND
DEBORAH CORDINER FERDON
RONALD ANDREW MCKENZIE
CHRISTOPHER ALAN BASINGER
ZACHARY MICHAEL RIEDEL
TYLER RIEDEL
MICHAEL JAMES RIEDEL
ROBERT LEE FELTON
JARED L SLOAN
LEVI MARTIN MCKENZIE
FRED ARTHUR SCHEEREN
Matthew G Quintal
JASON CHARLES HASWELL
JOHN CALVIN CREAMER
PHILIP JOSEPH SCENNA
RENEE FINNEY
TAYLOR ROSS SHEPHERD
Mark J Toney

Within 25 miles of Dallas, WV, Best Investors lists 31 registered investment advisory firms with 65 offices nearby, managing about $5.21T in combined regulatory AUM across 1,003,671 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 Dallas

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM