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Best financial advisors in Parsons, WV

Registered advisers within 25 miles of Parsons, WV.

Offices
11
Firms
6
Combined AUM
$2.02T
Firm-wide filings, not assets booked only here
Clients
178K
177,628 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WESTMINSTER FINANCIAL ADVISORY CORP
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

FRANK ROSARIO FATO
John Andrew Rose
DAVID LAWRENCE PRESTON SHARPS
KEITH R. SANDERS
ANNETTE MARIE CHAPMAN
TREVOR JOSEPH PHILLIPS
SARAH ANN MICHAEL
Ward Baxter Ries
Tarrell Leigh Ries
Brian Keith Elliott
REBECCA FALBO SCHOONOVER
Cora Lee Nucilli
Christopher J. Fry
VORAS KERNS HAYNES
CLIFFORD EARLE MARSTILLER
KENNETH ROY GEORGE
Robert Eugene Cowgill
Desirae Nicole Kramer
JODIE JAN PARRACK

Within 25 miles of Parsons, WV, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $2.02T in combined regulatory AUM across 177,628 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 Parsons

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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 WESTMINSTER FINANCIAL ADVISORY CORP 44 advisers $1.36B AUM