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Best financial advisors in Powellton, WV

Registered advisers within 25 miles of Powellton, WV.

Offices
19
Firms
12
Combined AUM
$2.41T
Firm-wide filings, not assets booked only here
Clients
813K
813,341 clients when Item 5C has a number
Avg / client
$2.97M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
VANDALIA WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
EQUITABLE ADVISORS, LLC

Investors

Erin Nicole Runyon
Christopher Faris
Katie A. Barnes
Douglas Edward Lehman
Michael David Patterson
Bill l Burgess
Megan Renee Legursky
JULIE MARIE BAYS
RAYMOND JOSEPH MORTON
ACIE WAYNE HYLTON
Heather Dawn Cantley
Justin Lee Windon
WILLIAM RUSSELL STRAUB
Miranda Kay Brunty
CLARK HAMPTON SWEPSTON
Jonathan Dorsey
Deana K Gwinn
Charles L Wilkerson
Autumn Ballard
Michael Shane Robinson
Benjamin Gene Worley
Brooke Belmont Dempsey
Tracy M Houck
Cheyenna Daniels
BRICE W HARTSUCH
HUNTER JAMES WADE
John Nicholas Forinash
Richard E Hampton
Matthew Rowsey
MATTHEW SHAWN ELKINS
Jason Scott Moore
KATHERINE MCKAIN CHESLEY
KANNATHAL SHOBA SAMPATH
ALAN DOUGLAS TURLEY
ROBERT BRENT HURLEY
BRUCE ALBERT LAWSON

Within 25 miles of Powellton, WV, Best Investors lists 12 registered investment advisory firms with 19 offices nearby, managing about $2.41T in combined regulatory AUM across 813,341 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 Powellton

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM