Best financial advisors in Lovern, WV

Registered advisers within 25 miles of Lovern, WV.

Offices

17

Firms

13

Combined AUM

$3.57T

Firm-wide filings, not assets booked only here

Clients

857K

856,795 clients when Item 5C has a number

Avg / client

$4.16M

Combined AUM ÷ clients

Nearby offices

4 SEASONS ADVISORS

1122 MERCER STREET
PRINCETON, WV 24740

14.2 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

200 S Walker St
Princeton, WV 24740

14.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

329 Ingleside Road
Princeton, WV 24740

14.6 miles away

EDWARD JONES

195 ELMER STREET
PRINCETON, WV 24740

14.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

414 Wenonah Ave
Pearisburg, VA 24134-1623

16.1 miles away

GRADIENT ADVISORS, LLC

968 Ritter Dr PO Box 1933
Beaver, WV 25813

20.3 miles away

EDWARD JONES

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

23.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

716 S Kanawha St.
Beckley, WV 25801

23.4 miles away

EDWARD JONES

343 PRINCE STREET SUITE A
BECKLEY, WV 25801

23.5 miles away

4 SEASONS ADVISORS

236 LAUREL ST
BLUEFIELD, WV 24701

23.6 miles away

VANDALIA WEALTH

101 N. KANAWHA SUITE 301
BECKLEY, WV 25801

23.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

211 Federal Street
Bluefield, WV 24701

23.8 miles away

J.P. MORGAN SECURITIES LLC

500 - 600 NEVILLE STREET
BECKLEY, WV 25801

23.8 miles away

LPL FINANCIAL LLC

3008 E. CUMBERLAND ROAD
BLUEFIELD, WV 24701

LPL ENTERPRISE, LLC

108 LOCUST ST
BECKLEY, WV 25801

STATE FARM INVESTMENT MANAGEMENT CORP.

1100 N Eisenhower Dr
Beckley, WV 25801

24.1 miles away

TRUIST ADVISORY SERVICES, INC.

3849 ROBERT C BYRD DR
BECKLEY, WV 25801-2956

Firms

4 SEASONS ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

GRADIENT ADVISORS, LLC

VANDALIA WEALTH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

Investors

RICHARD DAVID ALLEN

William Joshua Pennington

James Linton Folmar

Braxton Elliott Gilmer

MATTHEW SHAWN ELKINS

John Nicholas Forinash

Richard E Hampton

BRICE W HARTSUCH

HUNTER JAMES WADE

Benjamin Gene Worley

Brooke Belmont Dempsey

Cheyenna Daniels

JESSIE DENNIS DWAYNE THOMPSON

Jonathan Dorsey

ROBERT BRUCE TERRY

Victoria Wyatt Lester

LINDSAY DUNMYER PRICE

Charles L Wilkerson

Michael Shane Robinson

MICHAEL SHANE PATTON

GREGORY THEODORE DEGRAY

Miranda Kay Brunty

CLARK HAMPTON SWEPSTON

WILLIAM RUSSELL STRAUB

ACIE WAYNE HYLTON

Within 25 miles of Lovern, WV, Best Investors lists 13 registered investment advisory firms with 17 offices nearby, managing about $3.57T in combined regulatory AUM across 856,795 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 Lovern

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM