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Best financial advisors in Shepherdstown, WV

Registered advisers within 25 miles of Shepherdstown, WV.

Offices
152
Firms
61
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,531,736 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MISSION: ADVICE
ADVISOR ALLIANCE LLC
HOXTON PLANNING & MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
SOUTHLAND EQUITY PARTNERS, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
FOUNDERS FINANCIAL SECURITIES LLC

Investors

Amanda Burkhart Ryder
THOMAS PATRICK MAIDEN
Eric Jason Lewis
Archibald Robinson Hoxton
Rhiannon A Turner
Tyler Preston Kitner
ARCHIBALD ROBINSON HOXTON
JAMES ARTHUR SUTCH
Michael Wayne Kolasa
KAY LYNN LEWIS
Tracy Virginia Regalia
Cindy M Ross
ZEBULON BRYCE SALE
Derek P Helman
JONATHAN HUNTER BODWELL
Vernon Dabney
TAMMY LYNN SIRBAUGH
John Mc Clintic Everson
PHILLIP W MCCOY
Steven Tyler Butler
TOBY CRITES
ROBERT CHAD DENTON
CHRISTOPHER GRAHAM STEWART
SARA ELIZABETH CHURCH
ADAM KYLE STEWART
PETER TRAGESER WARREN
Dena Morgan
Joshua Ott Mongold
Reggie Turner
Matthew T Kradel
JACOB M CALDWELL

Within 25 miles of Shepherdstown, WV, Best Investors lists 61 registered investment advisory firms with 152 offices nearby, managing about $9.83T in combined regulatory AUM across 2,531,736 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 Shepherdstown

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM