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Best financial advisors in Gerrardstown, WV

Registered advisers within 25 miles of Gerrardstown, WV.

Offices
87
Firms
36
Combined AUM
$7.10T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,050,339 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
FOUNDERS FINANCIAL SECURITIES LLC
SOUTHLAND EQUITY PARTNERS, LLC.
TRUIST ADVISORY SERVICES, INC.
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
R & J FINANCIAL PARTNERS, LLC

Investors

Edward Walter Stone
TIMOTHY ROBERT PROCITA
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
SARA ELIZABETH CHURCH
ADAM KYLE STEWART
PETER TRAGESER WARREN
Matthew T Kradel
JACOB M CALDWELL
Dena Morgan
Joshua Ott Mongold
Reggie Turner
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
JONATHAN HUNTER BODWELL
ZEBULON BRYCE SALE
Michael Wayne Kolasa
Derek P Helman
Whitney Godlove Pyles
Emma E Stone
VICKI SUE DAVENPORT
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Jonathan Thomas Motichka
Sean Edward Dudley
EVAN G GARFOLA
CLIFTON L RUTHERFORD
BRIAN PETER DAVET

Within 25 miles of Gerrardstown, WV, Best Investors lists 36 registered investment advisory firms with 87 offices nearby, managing about $7.10T in combined regulatory AUM across 1,050,339 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 Gerrardstown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM