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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

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
PLAN2RETIRE
CALTON & ASSOCIATES, INC.
LEGACY INVESTMENT STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CHARLES SCHWAB & CO., INC.
UNITED BROKERAGE SERVICES, INC
BANKERS LIFE ADVISORY SERVICES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Bradley James Close
CHRISTOPHER MICHAEL KASECAMP
DANIEL JOHN STEVENS
Jason Wayne Marshall
Patricia Ann Starliper
JEFFREY ALAN BOWERS
SHANE MICHAEL SMALL
BRANDI DANIELLE SMALL
KEGAN PHILLIP MURPHY
BECKY SUE LYNCH
DAVID MATTHEW COLLINS
John Holden Hershey
JOHN RAYMOND HERSHEY
LAURA SPESSARD HERRERA
Catharine Glenn Weber
JENNIFER REBECCA BRANDENBURG
GRETCHEN MARIE GAWLER
GERALD WAYNE SPESSARD
CORT FREDERICK MEINELSCHMIDT
Whitney Godlove Pyles
Emma E Stone
Kelsi Shaun Munson
THOMAS JAMES ROCCOGRANDI
Austin Blane Kelly
JOHN BREWSTER STEVENS
JOHN HAMMOND URNER
ADAM RUSSELL CLAYTON
Douglas Keller Nigh
Nathanael David Hanft
Mitchell Paul Belella
CHRISTOPHER TODD DRAWBAUGH
Jerred Arthur Brown
COLLEEN M RANDALL
BARBARA KAY WINTERS
DAVID MICHAEL ABELES
BONNY LYNN BROWN
STEPHANIE NICOLE KENNEDY
THOMAS JAMES TRIMBLE
RYAN FLURIE
ZANE EDWARD SCHREIBER
BRITTANY NICOLE MORTON
Grant PATRICK Keyser
BRANDON SKAGGS
KIMBERLY TAYLOR BLENCKSTONE
MICHAEL DAVID VORLOP
CAROL ANNE GILLESPIE
WILLIAM ROBERT ABELES
Christian Michael Taylor
VICKI SUE DAVENPORT

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