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Best financial advisors in Lavalette, WV

Registered advisers within 25 miles of Lavalette, WV.

Offices
60
Firms
31
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,404,062 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JONDAKNOWS FINANCIAL GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAYNE FINANCIAL GROUP

Investors

Jason Elkins
JAMES EVAN CUMMINGS
Seth Benjamin Levy
SUSANNE F EAVENSON
VERMOND SCOTT HARRIS
JONDA KAY LOWE
TERRESA GAY TAWNEY PRATT
Sarah Frances Aluise
CHRISTOPHER SHAUN CHAPMAN
SUSAN NICHOLE WALLACE
Michael Shane Robinson
Shane Thomas Stafford
ROBERT HIRT
BENJAMIN VAUGHN WORKMAN
Paula Bonk
ANDREW WALLACE FISCHER
ROBERT PATRICK SIMMONS
DAVID JONATHAN MILLER
Stewart Reid Frye
Dane Lehman
Christopher Mark Ball
KELSEY D PATTERSON
PAUL KIRSH JACOBSON
CHARLES ALVIN MUSIC
JEFFEREY H. BIEDERMAN
Jeffrey Ray Faucette
Andrew David Burns
PETER LEWIS DEWALD
JAMES DAVID PERRY
BRANDON B ROISMAN
MARSHA LYNN ADKINS
ROBERT ANDREW KOPP
Edward Alexander Kingery
JOSEPH TYLER BULLINGTON
Sean Hornbuckle
Rebecca Tanner
Tyler J Hutchison
MORGAN CHANDLER HOOD
ANN MARIE STAMM
Leanna Vallie Canup
JOHN THOMAS HOLLAND
Joseph George
DANIEL THOMAS WELLS
John Arthur Leslie Hall
Ethan Michael Layne

Within 25 miles of Lavalette, WV, Best Investors lists 31 registered investment advisory firms with 60 offices nearby, managing about $9.83T in combined regulatory AUM across 1,404,062 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 Lavalette

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM