Best financial advisors in Given, WV

Registered advisers within 25 miles of Given, WV.

Offices

71

Firms

35

Combined AUM

$8.50T

Firm-wide filings, not assets booked only here

Clients

1.35M

1,351,115 clients when Item 5C has a number

Avg / client

$6.29M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

222 Third Ave
St. Albans, WV 25177

21.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

120 Walnut St
St Albans, WV 25177

21.9 miles away

TRUIST ADVISORY SERVICES, INC.

520 6TH AVE
SAINT ALBANS, WV 25177

21.9 miles away

EDWARD JONES

601 SIXTH AVE SUITE 101
ST ALBANS, WV 25177

STATE FARM INVESTMENT MANAGEMENT CORP.

417 E Main St
Spencer, WV 25276

22.8 miles away

EDWARD JONES

806B VIAND STREET
POINT PLEASANT, WV 25550

VICUS CAPITAL, INC.

204 Court Street
Spencer, WV 25276

OSAIC WEALTH, INC.

318 FIFTH AVE
SOUTH CHARLESTON, WV 25303

23.1 miles away

J.P. MORGAN SECURITIES LLC

505 D STREET
SOUTH CHARLESTON, WV 25303

23.1 miles away

EDWARD JONES

540 THIRD AVENUE SUITE B
SOUTH CHARLESTON, WV 25303

23.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

334 4th Ave
S Charleston, WV 25303

23.1 miles away

RETIREMENT PLANNING CONSULTANTS INC

339 3RD AVE
SOUTH CHARLESTON, WV 25303

23.2 miles away

EDWARD JONES

996 Suite A State Rt 34
HURRICANE, WV 25526-7387

23.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

801 Dunbar Ave
Dunbar, WV 25064-3218

23.3 miles away

EDWARD JONES

2807 JACKSON AVE Suite C
POINT PLEASANT, WV 25550

23.4 miles away

OSAIC WEALTH, INC.

216 13th street Suite 2
Dunbar, WV 25064

23.4 miles away

UNITED BROKERAGE SERVICES, INC

1200 GROSSCUP AVE
DUNBAR, WV 25064

23.5 miles away

LPL ENTERPRISE, LLC

2713 MAIN STREET
HURRICANE, WV 25526

23.5 miles away

UNITED BROKERAGE SERVICES, INC

4901 MACCORKLE AVENUE
CHARLESTON, WV 25306

23.7 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

601 Tennessee Ave
Charleston, WV 25302

24.1 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

VICUS CAPITAL, INC.

OSAIC WEALTH, INC.

J.P. MORGAN SECURITIES LLC

RETIREMENT PLANNING CONSULTANTS INC

UNITED BROKERAGE SERVICES, INC

LPL ENTERPRISE, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Colby Ray Johnson

Joshua Caleb Spears

STEVEN KYLE BLANK

Michael David Fruth

James William Utterback

Shahram K Shafii

NORMAN LEE DANIELS

BARRY ALAN HUNTER

MICHAEL ALLEN FRONTINO

PATTY ANN LIPPS

Charles Jennings Haught

James Cameron Vance

ERIC J AYERSMAN

Brittany R Willard

Travis Woodrow Ryan Willard

WILLIAM CLIVE MANGUS

Lesley Catherine Marrero

STEPHEN WAYNE SMITH

GREGORY ALLEN DENNIS

JEFFERY ALAN HIESTAND

ERIC SCOTT PRITT

ROBERTA K SMITH

WESLEY HARRISON RICHARDSON

Ryan James Lang

Within 25 miles of Given, WV, Best Investors lists 35 registered investment advisory firms with 71 offices nearby, managing about $8.50T in combined regulatory AUM across 1,351,115 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 Given

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM