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Best financial advisors in Paden City, WV

Registered advisers within 25 miles of Paden City, WV.

Offices
8
Firms
7
Combined AUM
$1.82T
Firm-wide filings, not assets booked only here
Clients
272K
272,072 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
HAZLETT, BURT & WATSON, INC.

Investors

Ciara Kathleen Stewart
NIKKI VON LUDE
JOSHUA C WOODBY
CHRISTOPHER D METZ
JOHN KEVIN OSBORNE
THOMAS JOSEPH BURKE
DOUGLASS RICHARD-HAROLD SCHMIDT
TAYLOR ROSS SHEPHERD
Mark J Toney
TIMOTHY MORGAN BIDWELL

Within 25 miles of Paden City, WV, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $1.82T in combined regulatory AUM across 272,072 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 Paden City

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SECURITY CAPITAL MANAGEMENT 20 advisers $1.39B AUM 7 COMMONWEALTH FINANCIAL SERVICES 1 clients · 17 advisers $995M AUM