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Best financial advisors in Duncan, WV

Registered advisers within 25 miles of Duncan, WV.

Offices
29
Firms
18
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
851K
851,094 clients when Item 5C has a number
Avg / client
$4.33M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
VICUS CAPITAL, INC.
EDWARD JONES
BLACKBEAR CAPITAL, LLC
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES INC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST HEARTLAND CONSULTANTS, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
ROHR CAPITAL MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

NORMAN LEE DANIELS
Jerrod Lowell Sparling
BARRY ALAN HUNTER
Caleb Durst
JACK PRESTON WHITNEY
MAXWELL LEE KNAPP
Michael Ryan Barton
Jacob Eric Lohri
EMILY Dalton Hickman
JASON DARREN CAMPBELL
Cole Clutter
Steven Andrew Chapman
MICHEAL LEN EARL
AMI LEE SHAVER
NATHANIEL A BUTLER
Lori Milner Pointer
Eric Spencer Humphrey
Laura Johnson Dearth
LINDSAY DIEHL GREEN
STEVEN CHASE MOONEY
Heather Dawn Winebrenner
TONI MARIE SAMS
Russell Jordan Stemple
DAVID JAMES EPLER
EDWIN KEITH HETZER
James M Hinton
Steven Ray Highland
Jeremiah C Rutter
TAJ ZACHARY ROHR
Ashley Elizabeth Boggs
CASEY F LANG
CHRISTOPHER TODD MOLESSA

Within 25 miles of Duncan, WV, Best Investors lists 18 registered investment advisory firms with 29 offices nearby, managing about $3.68T in combined regulatory AUM across 851,094 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 Duncan

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM