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Best financial advisors in Martinsburg, WV

Registered advisers within 25 miles of Martinsburg, WV.

Offices
124
Firms
50
Combined AUM
$7.45T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,185,056 clients when Item 5C has a number
Avg / client
$3.41M
Combined AUM ÷ clients

Nearby offices

Firms

SOUTHLAND EQUITY PARTNERS, LLC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MISSION: ADVICE
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISOR ALLIANCE LLC

Investors

JONATHAN HUNTER BODWELL
ZEBULON BRYCE SALE
SARA ELIZABETH CHURCH
ADAM KYLE STEWART
PETER TRAGESER WARREN
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
Dena Morgan
Joshua Ott Mongold
Reggie Turner
Matthew T Kradel
JACOB M CALDWELL
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
TIMOTHY ROBERT PROCITA
Derek P Helman
Michael Wayne Kolasa
TOBY CRITES
Vernon Dabney
Edward Walter Stone
THOMAS PATRICK MAIDEN
Amanda Burkhart Ryder
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
Eric Jason Lewis

Within 25 miles of Martinsburg, WV, Best Investors lists 50 registered investment advisory firms with 124 offices nearby, managing about $7.45T in combined regulatory AUM across 2,185,056 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 Martinsburg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM