Best financial advisors in Liberty, WV

Registered advisers within 25 miles of Liberty, WV.

Offices

77

Firms

37

Combined AUM

$8.95T

Firm-wide filings, not assets booked only here

Clients

1.54M

1,542,432 clients when Item 5C has a number

Avg / client

$5.80M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

601 SIXTH AVE SUITE 101
ST ALBANS, WV 25177

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3550 Teays Valley Rd Ste 1
Hurricane, WV 25526

16.8 miles away

EDWARD JONES

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

17.9 miles away

J.P. MORGAN SECURITIES LLC

505 D STREET
SOUTH CHARLESTON, WV 25303

18.2 miles away

OSAIC WEALTH, INC.

318 FIFTH AVE
SOUTH CHARLESTON, WV 25303

18.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

334 4th Ave
S Charleston, WV 25303

18.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

801 Dunbar Ave
Dunbar, WV 25064-3218

18.3 miles away

EDWARD JONES

540 THIRD AVENUE SUITE B
SOUTH CHARLESTON, WV 25303

18.3 miles away

RETIREMENT PLANNING CONSULTANTS INC

339 3RD AVE
SOUTH CHARLESTON, WV 25303

18.3 miles away

OSAIC WEALTH, INC.

216 13th street Suite 2
Dunbar, WV 25064

18.4 miles away

UNITED BROKERAGE SERVICES, INC

1200 GROSSCUP AVE
DUNBAR, WV 25064

18.4 miles away

UNITED BROKERAGE SERVICES, INC

4901 MACCORKLE AVENUE
CHARLESTON, WV 25306

18.7 miles away

LPL ENTERPRISE, LLC

2713 MAIN STREET
HURRICANE, WV 25526

18.8 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

601 Tennessee Ave
Charleston, WV 25302

19.6 miles away

ON INVESTMENT MANAGEMENT CO

403 Pennsylvania
CHARLESTON, WV 25302

19.7 miles away

FREEDOM FINANCIAL ADVISORS, LLC

1211 JEFFERSON RD.
SOUTH CHARLESTON, WV 25309

19.7 miles away

FOCUS PARTNERS WEALTH, LLC

101 WASHINGTON ST E STE 120
CHARLESTON, WV 25301

19.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

101 Washington St E Ste 124
Charleston, WV 25301

19.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

500 LEE ST E
CHARLESTON, WV 25301

20.2 miles away

MORGAN STANLEY

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

20.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

RETIREMENT PLANNING CONSULTANTS INC

UNITED BROKERAGE SERVICES, INC

LPL ENTERPRISE, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ON INVESTMENT MANAGEMENT CO

FREEDOM FINANCIAL ADVISORS, LLC

FOCUS PARTNERS WEALTH, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Michael David Fruth

James William Utterback

Shahram K Shafii

Brittany R Willard

Travis Woodrow Ryan Willard

PATTY ANN LIPPS

MICHAEL ALLEN FRONTINO

James Cameron Vance

WILLIAM CLIVE MANGUS

Charles Jennings Haught

ERIC J AYERSMAN

STEPHEN WAYNE SMITH

GREGORY ALLEN DENNIS

ERIC SCOTT PRITT

JEFFERY ALAN HIESTAND

ROBERTA K SMITH

WESLEY HARRISON RICHARDSON

Ryan James Lang

BRETT MICHELLE HAMILTON

MELISSA DAWN GRASS

JERRY DEAN POTTER

CINDY SAMOSKY MCGHEE

NEIL WILLIAM DERUITER

CHRISTOPHER ERLEWINE

JERRY ALLEN SLONE

Gregory Eldin Smith

EVAN MATTHEW SHAMBLIN

JAMES CLIFFORD MC CLURE

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

Within 25 miles of Liberty, WV, Best Investors lists 37 registered investment advisory firms with 77 offices nearby, managing about $8.95T in combined regulatory AUM across 1,542,432 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 Liberty

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM