Best financial advisors in Dixie, WV

Registered advisers within 25 miles of Dixie, WV.

Offices

14

Firms

12

Combined AUM

$3.21T

Firm-wide filings, not assets booked only here

Clients

783K

783,182 clients when Item 5C has a number

Avg / client

$4.10M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

215 MAIN STREET
OAK HILL, WV 25901

17.3 miles away

MWA FINANCIAL SERVICES INC.

137 1/2 Main Street E.
Oak Hill, WV 25901

17.3 miles away

EQUITY SERVICES, INC.

420 MAIN STREET SUITE 4
SUMMERSVILLE, WV 26651

19.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5 Main Street
Clendenin, WV 25045

20.2 miles away

UNITED BROKERAGE SERVICES, INC

2004 WEST WEBSTER ROAD
SUMMERSVILLE, WV 26651

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

401 58th St SE
Charleston, WV 25304

20.6 miles away

CETERA INVESTMENT ADVISERS LLC

369 TYREE CIRCLE
ELKVIEW, WV 25071

20.9 miles away

FIFTH THIRD SECURITIES, INC.

4515 MACCORKLE AVE
CHARLESTON, WV 25304

21.9 miles away

EQUITABLE ADVISORS, LLC

2508 KANAWHA BLVD., EAST
CHARLESTON, WV 25311

22.8 miles away

EQUITABLE ADVISORS, LLC

2436 KANAWHA BLVD. EAST
CHARLESTON, WV 25311

23.1 miles away

ROBERT W. BAIRD & CO. INCORPORATED

200 Association Drive Suite 100
Charleston - Northgate, WV 25311

23.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

330 ASSOCIATION DR
CHARLESTON, WV 25311

23.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1207 Quarrier Street Suite 306
Charleston, WV 25301

24.7 miles away

EDWARD JONES

1018 KANAWHA BLVD EAST SUITE 107
CHARLESTON, WV 25301

Firms

J.P. MORGAN SECURITIES LLC

MWA FINANCIAL SERVICES INC.

EQUITY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED BROKERAGE SERVICES, INC

CETERA INVESTMENT ADVISERS LLC

FIFTH THIRD SECURITIES, INC.

EQUITABLE ADVISORS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Christopher Faris

Katie A. Barnes

Erin Nicole Runyon

CARL EDWARD JOHNSON

Brandon Alan McNeely

COREY ADAM BROWNING

JOHN LOUIS SHAHEEN

Jason Scott Moore

KATHERINE MCKAIN CHESLEY

KANNATHAL SHOBA SAMPATH

ALAN DOUGLAS TURLEY

ROBERT BRENT HURLEY

BRUCE ALBERT LAWSON

ANTHONY WALTER MAZELON

SARAH MARIE NEFF

EMMA Busse Conrad

Joshua Alexander Chambers

Brian Lewis Floyd

Ryan Andrew Tweedy

Charles Edward Vallandingham

GREGORY FRANK BUMGARNER

MARC DOUGLAS ARNOLD

Casey Elizabeth Cook

Brian Arthur Rosewell

CHARLES MITCHELL EVANS

DEIDRA ANN PAYNE

JAMES KAY THOMAS PAYNE

Brooks Henry Farmer

Within 25 miles of Dixie, WV, Best Investors lists 12 registered investment advisory firms with 14 offices nearby, managing about $3.21T in combined regulatory AUM across 783,182 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 Dixie

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM