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Best financial advisors in New Milton, WV

Registered advisers within 25 miles of New Milton, WV.

Offices
16
Firms
11
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,067,368 clients when Item 5C has a number
Avg / client
$3.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
WESBANCO SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.

Investors

JOHN KEVIN OSBORNE
Jason Beveridge
Emily Jane Miller
Tiffany Curtis Elliott
Thomas James Newbrough
Richard Mason Bailey
Nicholas Leon Roberts
Frank Mazzie
SOMMER S BROWN
JENNA CHRISTINE BENNETT
CHARISSE Eileen PORTER
SHERRI LYNN Sharpe
Michele Kay Kroll
Cozette S Ries
LACEY AMANDA SHEETS
Hilarion Vincent Cann
Ryan Scott Grogg
LAURA CHRISTINE BROWNFIELD
JOHN THOMAS HALTERMAN
JOHN R FRENZEL
DAVID MICHAEL PATTERSON
Benjamin Michael Hall
JOHN STRINGER WILSON
Zackariah Clayce Spurlock
William Reid Bracken
Edward F. Aman
Ashley M Dunbar
Nathaniel E. Gladish
JAMIE RAE JARMON
CYNTHIA MARIE IQUINTO

Within 25 miles of New Milton, WV, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $3.44T in combined regulatory AUM across 1,067,368 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 New Milton

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM