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Best financial advisors in Great Cacapon, WV

Registered advisers within 25 miles of Great Cacapon, WV.

Offices
33
Firms
20
Combined AUM
$4.59T
Firm-wide filings, not assets booked only here
Clients
402K
402,158 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOUNDERS FINANCIAL SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
AMERIPRISE FINANCIAL SERVICES, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
TRUIST ADVISORY SERVICES, INC.
DWT FINANCIAL SERVICES

Investors

Garrett Michael Murray
THOMAS ANTHONY CLOSE
Bradley James Close
CHRISTOPHER MICHAEL KASECAMP
DANIEL JOHN STEVENS
Jason Wayne Marshall
Patricia Ann Starliper
JOHN L SCHRIEVER
TIMOTHY ROBERT PROCITA
Matthew T Kradel
JACOB M CALDWELL
Reggie Turner
Dena Morgan
Joshua Ott Mongold
ADAM KYLE STEWART
PETER TRAGESER WARREN
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
SARA ELIZABETH CHURCH
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
Edward Walter Stone
JONATHAN HUNTER BODWELL
Derek P Helman
ZEBULON BRYCE SALE
JOHN ERIC DELANEY
DAVID WILLIAM TURNBULL

Within 25 miles of Great Cacapon, WV, Best Investors lists 20 registered investment advisory firms with 33 offices nearby, managing about $4.59T in combined regulatory AUM across 402,158 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 Great Cacapon

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM