Best financial advisors in Kimberly, WV

Registered advisers within 25 miles of Kimberly, WV.

Offices

50

Firms

27

Combined AUM

$7.94T

Firm-wide filings, not assets booked only here

Clients

1.30M

1,304,773 clients when Item 5C has a number

Avg / client

$6.09M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1018 KANAWHA BLVD EAST SUITE 107
CHARLESTON, WV 25301

24.1 miles away

EDWARD JONES

322 S EISENHOWER DR SUITE A
BECKLEY, WV 25801-5850

24.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

716 S Kanawha St.
Beckley, WV 25801

24.3 miles away

WNA WEALTH MANAGEMENT, LLC

231 CAPITOL STREET SUITE 400
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMERS STREET 6TH FLOOR
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMERS ST STE 120
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMERS ST FL 1
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMERS ST FL 6
CHARLESTON, WV 25303

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMERS ST SUITE 620
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMER STREET SUITE 620
CHARLESTON, WV 25301

24.3 miles away

TRUIST ADVISORY SERVICES, INC.

300 SUMMER STREET FL 1
CHARLESTON, WV 25301

24.3 miles away

NTV ASSET MANAGEMENT, LLC

170 SUMMERS STREET SUITE 200
CHARLESTON, WV 25301-1800

24.3 miles away

J.P. MORGAN SECURITIES LLC

707 VIRGINIA STREET E
CHARLESTON, WV 25301

24.3 miles away

JACOBS & COMPANY

179 SUMMERS STREET SUITE 307
CHARLESTON, WV 25301

24.4 miles away

TRUIST ADVISORY SERVICES, INC.

30O SUMMERS ST
CHARLESTON, WV 25301

24.4 miles away

MCKINLEY CARTER WEALTH SERVICES, INC.

129 SUMMERS STREET SUITE 200
CHARLESTON, WV 25301

24.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

500 LEE ST E
CHARLESTON, WV 25301

24.5 miles away

MORGAN STANLEY

500 Lee Street East Laidley Tower Suite 300
CHARLESTON, WV 25339

24.5 miles away

THE HUNTINGTON INVESTMENT COMPANY

CHARLESTON MAIN BRANCH 500 LEE ST. EAST
CHARLESTON, WV 25301

24.5 miles away

RBC CAPITAL MARKETS, LLC

500 LEE STREET EAST SUITE 170
CHARLESTON, WV 25301-3201

24.5 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WNA WEALTH MANAGEMENT, LLC

TRUIST ADVISORY SERVICES, INC.

NTV ASSET MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

JACOBS & COMPANY

MCKINLEY CARTER WEALTH SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE HUNTINGTON INVESTMENT COMPANY

RBC CAPITAL MARKETS, LLC

Investors

Brooks Henry Farmer

John Nicholas Forinash

Richard E Hampton

BRICE W HARTSUCH

HUNTER JAMES WADE

ROBERT L NISTENDIRK

LORI DIANE MCGUIRE

SHARIN LISA AKHTAR

ROBERT ELLIS METZ

LESLIE A WILKERSON

BRETT KEITH STAPLES

GREGORY BRIAN MEADOWS

DAVID PHILIP KIRBY

MATTHEW ALAN HALE

CAROL DERENBURGER ROLLINS

RYAN KEITH PICKARD

DAVID LEE HOUCHINS

LEE ANDREW GINTHER

JANE ELIZABETH CARPENTER

JOHN MACINTOSH BARRY

DOROTHY RADFORD CROUCH

BRADLEY MICHAEL FOSTER

JAMES RUFUS THOMAS

JOHN MARSHALL VALENTINE

JOHN RANDY VALENTINE

IAN CABANAG FLORES

JOHN MICHAEL JACOBS

KELLY LEA WHITLOCK

DAVID PAUL WILCOX

Jeffrey Stenhouse

STEVEN ANDREW TARDY

JOHN JEFFREY SARTAINE

Austin Lee Rosencrance

Adam Michael Perry

Christian Allen Perez

JEFFREY HUBERT VELEPEC

ROBIN LYNNE PAROG

Marie E Parsons

JAMES MORRIS O'CONNOR

LYLE DAVIS SMITH

Norman Watts Shumate

ANTHONY TODD WATTS

Otis Leslie O'Connor

COLLIN KIRK CORNELL

RONALD ANDREW MURAD

JOHN DAVID QUISENBERRY

BRIAN JOSEPH MCCLUNG

Michael R Fannin

JASON PAUL THOMPSON

JOEL STEPHEN MCDAVID

Kevin Todd McGlothen

CHRISTOPHER L HELLER

MELISSA KAY SHORT

JESSI ELIZABETH MILLS

Conner E Fowler

Andrew Dalton Elliot

JAMES MICHAEL GOODWIN

KELLY L CASTLEBERRY

GEOFFREY T KORWAN

Danny Scott Wilkinson

EDWARD BARTOW NICHOLS

DAVID WILLIAM SNYDER

CASSANDRA DEAN WILLIAMSON

MATTHEW ONEIL KELLY

MARK WILLIAM MITCHELL

BRANDON LEE EDMONDSON

Brian Joseph Anania

Jacqueline Michelle Cavendish

BLAISE MEREDITH ROBESON

JEREMY CHRISTOPHER KING

CRAIG EDWARD BOWDEN

Within 25 miles of Kimberly, WV, Best Investors lists 27 registered investment advisory firms with 50 offices nearby, managing about $7.94T in combined regulatory AUM across 1,304,773 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 Kimberly

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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