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Best financial advisors in Morgantown, WV

Registered advisers within 25 miles of Morgantown, WV.

Offices
66
Firms
28
Combined AUM
$5.37T
Firm-wide filings, not assets booked only here
Clients
795K
795,111 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ELM CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
MML INVESTORS SERVICES, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED BROKERAGE SERVICES, INC
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Lex Javaughn Singleton
GEORGE SCOTT SWEENEY
LOUIS PELLICCIONI
BRICE LOUIS PELLICCIONI
David Frederick Weigand
Brian Christopher Kurcaba
Trina Miller Browning
LAURA CATHERINE HOWE
Isaiah Reed Simon
GREGORY SCOTT MCCOY
VENETIA MARCENE ABULABAN
Trenton Manning Bailey
JEFFREY A. BAILEY
Zackary Thomas Nicholson
TIFFANY MARIE OSMAN
Baylee J Dunham
JASON EMIL KUNDIS
Hayden Thomas Mason
William Ryan Mason
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
BRIAN PATRICK DEAN
Jonathan Eric Schnell
RICKEY Del THOMAS
Angela Jean Holdsworth
DOUGLAS SCOTT DAVIS
PATRICIA LYNN WATSON
MICHAEL ANGELO OLIVERIO
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL
Gregory Grant Simons
THOMAS JOSEPH BEGLEY

Within 25 miles of Morgantown, WV, Best Investors lists 28 registered investment advisory firms with 66 offices nearby, managing about $5.37T in combined regulatory AUM across 795,111 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 Morgantown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM