Best financial advisors in Madison, WV

Registered advisers within 25 miles of Madison, WV.

Offices

57

Firms

29

Combined AUM

$7.77T

Firm-wide filings, not assets booked only here

Clients

1.26M

1,256,739 clients when Item 5C has a number

Avg / client

$6.19M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

265 main street
chapmanville, WV 25508

15.2 miles away

PFS INVESTMENTS INC.

2294 FALL CREEK ROAD
TORNADO, WV 25202

20.3 miles away

BIANCO CAPITAL MANAGEMENT, LLC

1436 AUTUMN LANE
DAVIN, WV 25617

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

120 NORTH BRIDGE STREET
MAN, WV 25635

21.5 miles away

FREEDOM FINANCIAL ADVISORS, LLC

1211 JEFFERSON RD.
SOUTH CHARLESTON, WV 25309

21.6 miles away

TRUIST ADVISORY SERVICES, INC.

1124 FLEDDER JOHN RD
CHARLESTON, WV 25314

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

401 58th St SE
Charleston, WV 25304

21.8 miles away

FIFTH THIRD SECURITIES, INC.

4515 MACCORKLE AVE
CHARLESTON, WV 25304

EDWARD JONES

818 OAKWOOD RD STE 102
CHARLESTON, WV 25314

22.1 miles away

UNITED BROKERAGE SERVICES, INC

4901 MACCORKLE AVENUE
CHARLESTON, WV 25306

22.2 miles away

EQUITABLE ADVISORS, LLC

2436 KANAWHA BLVD. EAST
CHARLESTON, WV 25311

22.4 miles away

EQUITABLE ADVISORS, LLC

2508 KANAWHA BLVD., EAST
CHARLESTON, WV 25311

22.4 miles away

UNITED BROKERAGE SERVICES, INC

1200 GROSSCUP AVE
DUNBAR, WV 25064

22.5 miles away

OSAIC WEALTH, INC.

216 13th street Suite 2
Dunbar, WV 25064

22.5 miles away

EDWARD JONES

1018 KANAWHA BLVD EAST SUITE 107
CHARLESTON, WV 25301

22.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1207 Quarrier Street Suite 306
Charleston, WV 25301

22.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

801 Dunbar Ave
Dunbar, WV 25064-3218

22.6 miles away

TRUIST ADVISORY SERVICES, INC.

30O SUMMERS ST
CHARLESTON, WV 25301

22.7 miles away

J.P. MORGAN SECURITIES LLC

707 VIRGINIA STREET E
CHARLESTON, WV 25301

22.8 miles away

MCKINLEY CARTER WEALTH SERVICES, INC.

129 SUMMERS STREET SUITE 200
CHARLESTON, WV 25301

22.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

BIANCO CAPITAL MANAGEMENT, LLC

FREEDOM FINANCIAL ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

UNITED BROKERAGE SERVICES, INC

EQUITABLE ADVISORS, LLC

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

MCKINLEY CARTER WEALTH SERVICES, INC.

Investors

Patrick Scott Amburgey

Mariann Jessica Rutherford

KENNY ALLAN JEFFREY

MELISSA DAWN GRASS

JERRY DEAN POTTER

JOHN EVERETT BENNETT

Jason Scott Moore

Jason Keith Gruse

ERIC SCOTT PRITT

BRUCE ALBERT LAWSON

KATHERINE MCKAIN CHESLEY

KANNATHAL SHOBA SAMPATH

ALAN DOUGLAS TURLEY

ROBERT BRENT HURLEY

GREGORY ALLEN DENNIS

STEPHEN WAYNE SMITH

Brooks Henry Farmer

DEIDRA ANN PAYNE

JAMES KAY THOMAS PAYNE

WILLIAM CLIVE MANGUS

KELLY LEA WHITLOCK

DAVID PAUL WILCOX

Jeffrey Stenhouse

STEVEN ANDREW TARDY

Within 25 miles of Madison, WV, Best Investors lists 29 registered investment advisory firms with 57 offices nearby, managing about $7.77T in combined regulatory AUM across 1,256,739 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 Madison

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