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Best financial advisors in Masontown, WV

Registered advisers within 25 miles of Masontown, WV.

Offices
58
Firms
23
Combined AUM
$3.97T
Firm-wide filings, not assets booked only here
Clients
765K
765,473 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WESBANCO SECURITIES, INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

TIMOTHY DALE MATTHEW
JASON DAVID WALLS
Janet Louise Morris
Johnathan Justin Flowers
Jessica Michelle Hood
Kurt Adam Skasik
Matthew Michael McLaughlin
CURTIS BRENT WILMOTH
Emma Nicole Russell
RACHEL M. WOOD
Erin Leanne Iannone
Tressa R Wood
ROBERT PAUL HOSKIN
JOSHUA DAVID SOWARDS
Ward Baxter Ries
Tarrell Leigh Ries
Brian Lee Curry
RAYMOND PETER PRENDERGAST
NICOLAS JEREMIAH HEYWOOD
COLLEEN RENEE KNIGHT
ZEBULON A LEWIS
JACE MCKEAN KYLE
JOHN GERARD BONASSO
Travis Lee Maraney
THOMAS JOSEPH BEGLEY
ANTHONY ABRUZZINO
Gregory Grant Simons
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL
Hayden Thomas Mason
William Ryan Mason
JASON EMIL KUNDIS

Within 25 miles of Masontown, WV, Best Investors lists 23 registered investment advisory firms with 58 offices nearby, managing about $3.97T in combined regulatory AUM across 765,473 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 Masontown

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM