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Best financial advisors in Newton, WV

Registered advisers within 25 miles of Newton, WV.

Offices
6
Firms
4
Combined AUM
$933B
Firm-wide filings, not assets booked only here
Clients
149K
148,684 clients when Item 5C has a number
Avg / client
$6.28M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
VICUS CAPITAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Brandon Alan McNeely
BARRY ALAN HUNTER
NORMAN LEE DANIELS
JAMES LAWRENCE DOLAN
JOHN LOUIS SHAHEEN
Rebecca Diane Lyons

Within 25 miles of Newton, WV, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $933B in combined regulatory AUM across 148,684 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 Newton

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

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM