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Best financial advisors in Princeton, WV

Registered advisers within 25 miles of Princeton, WV.

Offices
14
Firms
9
Combined AUM
$3.07T
Firm-wide filings, not assets booked only here
Clients
438K
438,118 clients when Item 5C has a number
Avg / client
$7.01M
Combined AUM ÷ clients

Nearby offices

Firms

4 SEASONS ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
RITHOLTZ WEALTH MANAGEMENT

Investors

RICHARD DAVID ALLEN
William Joshua Pennington
KEVIN T RHODES
James Linton Folmar
MICHAEL SHANE PATTON
GREGORY THEODORE DEGRAY
ROBERT BRUCE TERRY
Victoria Wyatt Lester
LINDSAY DUNMYER PRICE
JESSIE DENNIS DWAYNE THOMPSON
Braxton Elliott Gilmer
Sara May
Christopher Alan Benson
ANNE IANNONE CROWE
JONATHAN RICHARD FERRELL
Michael T Wood
MICHAEL TODD WOOD
Sasha Ranee Schrage
PETER RANDALL ROMANO
Joe W Keatley
Tyler Blake Hillyer

Within 25 miles of Princeton, WV, Best Investors lists 9 registered investment advisory firms with 14 offices nearby, managing about $3.07T in combined regulatory AUM across 438,118 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 Princeton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 RITHOLTZ WEALTH MANAGEMENT 57 advisers $9.42B AUM 8 4 SEASONS ADVISORS 10 clients · 2 advisers $700.0K AUM