Best financial advisors in Mozart, WV

Registered advisers within 25 miles of Mozart, WV.

Offices

84

Firms

37

Combined AUM

$5.62T

Firm-wide filings, not assets booked only here

Clients

1.02M

1,024,021 clients when Item 5C has a number

Avg / client

$5.49M

Combined AUM ÷ clients

Nearby offices

PNC WEALTH MANAGEMENT LLC

199 W MAIN ST
ST CLAIRSVILLE, OH 43950

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

700 Charles St
Wellsburg, WV 26070

13.9 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

107 PLAZA DRIVE SUITE M
SAINT CLAIRSVILLE, OH 43950

14.3 miles away

PFS INVESTMENTS INC.

107 PLAZA DR STE R
ST CLAIRSVILLE, OH 43950

14.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

380 Summit Ave Trinity Health Systems
Steubenville, OH 43952-2667

19.8 miles away

OSAIC WEALTH, INC.

501 WASHINGTON STREET SUITE 201
STEUBENVILLE, OH 43952

20.2 miles away

EDWARD JONES

2112 N FRANKLIN DR STE 1
WASHINGTON, PA 15301

20.3 miles away

CETERA INVESTMENT ADVISERS LLC

255 N 3RD ST
STEUBENVILLE, OH 43952

20.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 N 4th St., Ste 201A
Steubenville, OH 43952

20.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 N 4TH ST STE 201A
STEUBENVILLE, OH 43952

20.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 North 4th St. Suite 101
Steubenville, OH 43952

20.6 miles away

ROBERT W. BAIRD & CO. INCORPORATED

200 Stanton Blvd Suite 40
Steubenville, OH 43952

20.7 miles away

EDWARD JONES

200 Stanton Blvd Suite 80
STEUBENVILLE, OH 43952

20.7 miles away

J.P. MORGAN SECURITIES LLC

147 MAIN STREET
WINTERSVILLE, OH 43953

20.9 miles away

LPL FINANCIAL LLC

110 LOVERS LN
STEUBENVILLE, OH 43953

20.9 miles away

PORTFOLIO MEDICS, LLC

215 Main Street Suite B
Wintersville, OH 43952

21.1 miles away

KINGSVIEW WEALTH MANAGEMENT, LLC

600 Main Street
Wintersville, OH 43953

21.2 miles away

EAGLE STRATEGIES LLC

3911 SUNSET BLVD UNIT 1
STEUBENVILLE, OH 43701

21.3 miles away

LPL FINANCIAL LLC

961 GABBY AVENUE
WASHINGTON, PA 15301

21.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

41 Reichart Ave Unit 1
Wintersville, OH 43964

21.6 miles away

Firms

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PFS INVESTMENTS INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

ROBERT W. BAIRD & CO. INCORPORATED

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

PORTFOLIO MEDICS, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

EAGLE STRATEGIES LLC

Investors

WILLIAM JOSEPH GARVEY

HEIDI REBECCA LANGE MISSETT

PAUL DARWIN MCNEILL

HENRY ZEBEDE GRAHAM

DAVID PATRICK COWDEN

MATTHEW Zane MAMULA

NICHOLAS PAUL MAMULA

Joseph Neil Headlee

Joseph Neil Headlee

KENNETH ROBERT PERKINS

EUGENE GEORGE ZRINYI

CHARLES WILBER MCCOY

Cole Evan Tegano

Susan Elaine Pevac

GREGORY RALPH METCALF

MELANIE ANN HARLESS

JAMES C WINGETT

Heather Lynn Reynolds

GARY LEE RICHARDS

JEFFREY ALAN NEDLEY

Misti Lynn Spring-Reader

CRAIG W PETRELLA

Robert Paul Aborn

JOHN WILLIAM CUCARESE

SCOTT LANG LINVILLE

Rebecca Lynne Blankenship

Within 25 miles of Mozart, WV, Best Investors lists 37 registered investment advisory firms with 84 offices nearby, managing about $5.62T in combined regulatory AUM across 1,024,021 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 Mozart

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM