Best financial advisors in Dola, WV

Registered advisers within 25 miles of Dola, WV.

Offices

24

Firms

15

Combined AUM

$4.20T

Firm-wide filings, not assets booked only here

Clients

1.10M

1,096,930 clients when Item 5C has a number

Avg / client

$3.83M

Combined AUM ÷ clients

Nearby offices

TRUIST ADVISORY SERVICES, INC.

100 S 4TH ST
CLARKSBURG, WV 26301

THE HUNTINGTON INVESTMENT COMPANY

CLARKSBURG OFFICE 230 WEST PIKE STREET
CLARKSBURG, WV 26301

EDWARD JONES

240 E PIKE ST
CLARKSBURG, WV 26301-4410

WESBANCO SECURITIES, INC.

140 W. Main Street
Clarksburg, WV 26301

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

607 E Pike St
Clarksburg, WV 26301

J.P. MORGAN SECURITIES LLC

1507 JOHNSON AVENUE
BRIDGEPORT, WV 26330

EDWARD JONES

141 STATE STREET
BRIDGEPORT, WV 26330

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1000 JOHNSON AVENUE
BRIDGEPORT, WV 26330

AMERIPRISE FINANCIAL SERVICES, LLC

170 Thompson Drive Suite 101
Bridgeport, WV 26330

10.4 miles away

EDWARD JONES

1514 BUCKHANNON PIKE
CLARKSBURG, WV 26301-4410

10.6 miles away

EQUITABLE ADVISORS, LLC

2-A CHENOWETH DRIVE
BRIDGEPORT, WV 26330

10.8 miles away

OSAIC WEALTH, INC.

789 TWIN OAKS DRIVE
BRIDGEPORT, WV 26330

10.9 miles away

EDWARD JONES

1000 GREEN RIVER DRIVE
FAIRMONT, WV 26554

10.9 miles away

CETERA INVESTMENT ADVISERS LLC

139 W MAIN STREET
BRIDGEPORT, WV 26330

11.2 miles away

EDWARD JONES

212 E MAIN ST
BRIDGEPORT, WV 26330

11.3 miles away

LPL FINANCIAL LLC

16 STERLING DRIVE, STE. 203
BRIDGEPORT, WV 26330

11.6 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

99 Cambridge Pl
Bridgeport, WV 26330

11.8 miles away

MML INVESTORS SERVICES, LLC

2212 White Hall Blvd
Fairmont, WV 26554

12.5 miles away

EQUITABLE ADVISORS, LLC

1543 FAIRMONT AVENUE SUITE 207
FAIRMONT, WV 26554

13.8 miles away

EDWARD JONES

1000 STATE ST
FAIRMONT, WV 26554

15.5 miles away

Firms

TRUIST ADVISORY SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

WESBANCO SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

Investors

JENNA CHRISTINE BENNETT

CHARISSE Eileen PORTER

Michele Kay Kroll

LACEY AMANDA SHEETS

SHERRI LYNN Sharpe

Ryan Scott Grogg

LAURA CHRISTINE BROWNFIELD

JOHN THOMAS HALTERMAN

Nicholas Leon Roberts

Ashley M Dunbar

Nathaniel E. Gladish

JAMIE RAE JARMON

RONALD CRAIG DEAN

DAVID MICHAEL PATTERSON

Benjamin Michael Hall

Hilarion Vincent Cann

JOHN STRINGER WILSON

Zackariah Clayce Spurlock

William Reid Bracken

CYNTHIA MARIE IQUINTO

Mattie Nicole Trefz

RANDALL ERNEST KERNS

FREDERIC ROBERT STEELE

GABRIEL SCOTT FIEST

Aaron Joseph Mann

Austin Romeo Williams

DEREK COLE NUZUM

JAMES JEFFREY CHADWELL

SAMANTHA JO CHADWELL

Austin J Tucker

Lane Thomas Flint

Evan Michael Kliethermes

Within 25 miles of Dola, WV, Best Investors lists 15 registered investment advisory firms with 24 offices nearby, managing about $4.20T in combined regulatory AUM across 1,096,930 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 Dola

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM