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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

UNITED BROKERAGE SERVICES, INC
CALTON & ASSOCIATES, INC.
LEGACY INVESTMENT STRATEGIES, LLC
EDWARD JONES
RBC CAPITAL MARKETS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
ONESEVEN
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
B. RILEY WEALTH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JOHN BREWSTER STEVENS
BECKY SUE LYNCH
DAVID MATTHEW COLLINS
Bradley Lawrence Myers
Allison Myers
David Michael Baker
John Holden Hershey
JOHN RAYMOND HERSHEY
LAURA SPESSARD HERRERA
Catharine Glenn Weber
JENNIFER REBECCA BRANDENBURG
GRETCHEN MARIE GAWLER
GERALD WAYNE SPESSARD
CORT FREDERICK MEINELSCHMIDT
Kelsi Shaun Munson
ADAM RUSSELL CLAYTON
Douglas Keller Nigh
Nathanael David Hanft
Mitchell Paul Belella
JOHN HAMMOND URNER
JOHN RANDOLPH PULLARO
Eric Van Pfoutz
Richard Shawn Nisson
THOMAS JAMES ROCCOGRANDI
Austin Blane Kelly
Jerred Arthur Brown
Lisa Marie Taylor
STEVEN D CHANNING
CHRISTOPHER TODD DRAWBAUGH
LUKE JAMES BECKER
Karen Lee Schleuss
KAREN LYNN COYNE
COLLEEN M RANDALL
BARBARA KAY WINTERS
DAVID MICHAEL ABELES
BONNY LYNN BROWN
STEPHANIE NICOLE KENNEDY
THOMAS JAMES TRIMBLE
RYAN FLURIE
ZANE EDWARD SCHREIBER
BRITTANY NICOLE MORTON
Grant PATRICK Keyser
BRANDON SKAGGS
KIMBERLY TAYLOR BLENCKSTONE
MICHAEL DAVID VORLOP
CAROL ANNE GILLESPIE
WILLIAM ROBERT ABELES
Christian Michael Taylor
Donna Islay Nave-Perry

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