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Best financial advisors in Kearneysville, WV

Registered advisers within 25 miles of Kearneysville, WV.

Offices
136
Firms
54
Combined AUM
$9.14T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,068,615 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
MISSION: ADVICE

Investors

KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Jennifer Blackford Fountain
TAMMY LYNN SIRBAUGH
Joseph William Russo
KASEY D CRAFTS
Ethan James Loewen
LESLIE DANIELLE CRABILL
Edward Walter Stone
Michael Wayne Kolasa
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
JONATHAN HUNTER BODWELL
ZEBULON BRYCE SALE
SARA ELIZABETH CHURCH
TIMOTHY ROBERT PROCITA
ADAM KYLE STEWART
PETER TRAGESER WARREN
Dena Morgan
Joshua Ott Mongold
THOMAS PATRICK MAIDEN
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
Amanda Burkhart Ryder

Within 25 miles of Kearneysville, WV, Best Investors lists 54 registered investment advisory firms with 136 offices nearby, managing about $9.14T in combined regulatory AUM across 1,068,615 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 Kearneysville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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