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Best financial advisors in Manheim, WV

Registered advisers within 25 miles of Manheim, WV.

Offices
15
Firms
8
Combined AUM
$2.26T
Firm-wide filings, not assets booked only here
Clients
234K
234,288 clients when Item 5C has a number
Avg / client
$9.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WESBANCO SECURITIES, INC.
WESTMINSTER FINANCIAL ADVISORY CORP

Investors

Ward Baxter Ries
Tarrell Leigh Ries
FRANK ROSARIO FATO
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
John Andrew Rose
Lesa Merlinna Yoho
Austin J Tucker
Lane Thomas Flint
Evan Michael Kliethermes
Scott Alan Kinty
Jason A Graser
TIMOTHY DALE MATTHEW
JASON DAVID WALLS
Brian Keith Elliott
REBECCA FALBO SCHOONOVER
Cora Lee Nucilli
Christopher J. Fry
KENNETH ROY GEORGE
Janet Louise Morris
Matthew Michael McLaughlin
VORAS KERNS HAYNES
CLIFFORD EARLE MARSTILLER

Within 25 miles of Manheim, WV, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.26T in combined regulatory AUM across 234,288 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 Manheim

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTMINSTER FINANCIAL ADVISORY CORP 44 advisers $1.36B AUM 8 WESBANCO SECURITIES, INC. 54 advisers $286M AUM