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Best financial advisors in Falling Waters, WV

Registered advisers within 25 miles of Falling Waters, WV.

Offices
83
Firms
32
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,384,899 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
SOUTHLAND EQUITY PARTNERS, LLC.
FOUNDERS FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Vernon Dabney
TOBY CRITES
GREGORY ALEXANDER ANDRA
JOSHUA ADAM ZOLDAN
Alyssa M Groves
Brian David Yurek
Derek P Helman
Kathleen Suzanne Schwartz
JEREMY SAUERS
DANIEL ALLEN NORRIS
ZEBULON BRYCE SALE
Reggie Turner
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
JONATHAN HUNTER BODWELL
Matthew T Kradel
JACOB M CALDWELL
JEREMY FRANK DOUGLAS
Dena Morgan
Joshua Ott Mongold
Darrell Edward Evans
ANNE RAGHU
ADAM KYLE STEWART
PETER TRAGESER WARREN
TIMOTHY BEALS PANTHER
SARA ELIZABETH CHURCH

Within 25 miles of Falling Waters, WV, Best Investors lists 32 registered investment advisory firms with 83 offices nearby, managing about $4.90T in combined regulatory AUM across 1,384,899 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 Falling Waters

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM