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Best financial advisors in Romney, WV

Registered advisers within 25 miles of Romney, WV.

Offices
24
Firms
17
Combined AUM
$3.42T
Firm-wide filings, not assets booked only here
Clients
271K
270,923 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LEGACY FINANCIAL
TRUIST ADVISORY SERVICES, INC.
ROYAL FUND MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
&PARTNERS
CBIZ FINANCIAL SOLUTIONS, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
DWT FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC

Investors

Adam Carlin
Rodney Wayne Barker
Logan Demyon
PATRICK HUGH CUNNINGHAM
Tony Matthew Cook
John Michael Cheshire
Rachel Suzanne Schetrom
MELISSA ANN MOYERS
BARTH HOWARD FRANKENBERRY
Brandon Paul Combs
JOHN ERIC DELANEY
Shannon Marie Seaders
CHARLES CRAWFORD SHIMER
CHRISTINA CRITES
BRAD MATTHEW HINDMAN
BRIAN JAMES KELLY
MATTHEW JOSEPH FELTEN
RICHARD LEE HARSHMAN
CHRISTOPHER RYAN BLANK
SY JACKSON FARRIS
KRYSTAL LYNN STAIR
HEATHER AMANDA CLARK
Amy Byrnes Snyder
TIMOTHY BLAKE GABRIELE
Brendan Whiteman
Joshua Broadwater
Jason Robert Burkett
PATSY ANNE STULLENBARGER
MIRJHANA ALYCE BUCK
MOLLY SHAY BEEMAN
LARRY DEMAR BOGGS
DAVID WILLIAM TURNBULL
JOHN CHARLES PERSONS
CHRISTOPHER TODD MATHEWS

Within 25 miles of Romney, WV, Best Investors lists 17 registered investment advisory firms with 24 offices nearby, managing about $3.42T in combined regulatory AUM across 270,923 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 Romney

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 &PARTNERS 535 advisers $30.3B AUM