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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

FLOWER CITY CAPITAL LLC
COMMONWEALTH FINANCIAL NETWORK
ON INVESTMENT MANAGEMENT CO
TRUIST ADVISORY SERVICES, INC.
TURNING POINT FINANCIAL
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITOL SECURITIES MANAGEMENT, INC.
ONESEVEN
EDWARD JONES
OSAIC WEALTH, INC.
CADENCE PLANNING, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOUNDERS FINANCIAL SECURITIES LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC

Investors

Jeremy Veres
SCOTT ANDREW MCCASKILL
Sean Wade
RYAN DEAN BUCK
COURTNEY MICHELLE ABRECHT
WILLIAM JOHN HEIL
Ryan Morisey
Mary Kathleen Troxell
KURT AUGUST LALOMIA
Corey A Grimes
Craig Saleem Marcello
JONATHAN PAUL GOOD
Brennan Ambrose Gmeiner
David D Strausser
Eric Dennis Tereo
THOMAS JOSEPH PIGNONE
MICHAEL JAMES GOOD
Beth Anne Linton
SCOTT HOOD GEISBERT
Tracy Steven Bush
Richard Anthony Pencek
ANNELIESE JISELA D'SOUZA
HERBERT THOMAS WOLF
Alvin D Arunkumar
Jenifer L Sutton
JOSEPH JOHN DANKOWSKI
BRAD WILLIAM YOUNG
Leo Sloss
JASON ANDREW JENNINGS
ALEXANDER THOMAS VILLEGAS
DAVID MICHAEL MORDERS
Matthew Peter Lincoln
CHRISTIAN HAX MCCULLOUGH
ROBERT JOSEPH BUTTARAZZI
FREDERICK LOUIS RIDGWAY
ROBERT BURKHEAD HILL
MICHAEL LEWIS CLABAUGH
THOMAS MCCRAE LANE
WILLIAM WALTON HENDRY
Trissa Yvonne Monaghan
JOHN MICHAEL MURPHY
JOHN FRANCIS DALLAVALLE
ERIC JOSEPH DALLAVALLE
Tiffany Amspacher
Bryce Robert Redding
THOMAS MICHAEL SENSENEY
Michael Joseph Larkin
BETH ALLISON MASON
REGIS FRANCIS LARKIN
CATHERINE JANE CRETELLA
Deborah Lynne Frey
MATTHEW CHRISTOPHER MCGREEVY
JOHN ROBERT TINSLEY
ANITA JOY COFFMAN
DEREK ROBERT MCGEE
SIDNEY A HUGUENIN
KIMBERLY COMPTON BISHOP
AMANDA JO BRIEN
Marcus Glover
JUSTIN ERIC SALOOM
Tyler Nicole Milor
Andrew Rafael Pantoja
Benjamin M Seibert
Kevin Charles Jackson
GEORGE HAYES LITTRELL
THOMAS PHILIP EVICH
CARL W. VAIL
JESSICA LYNN SEWELL
ITOHAN AISHA ERIBO
NAIMA AMA
Roseanne J Clingerman
Courtney M Mills-Picarelli
JAMES MICHAEL CHOLET
JEAN MARIE JOYCE
ELIZABETH BERKHEIMER PAKENAS
JAMES JOSEPH DORSA
Jonathan C Dorsch
Alexander Ryan Israel
EDITH ELIZABETH WENNICK
TERI L HOUP
CHRISTOPHER RILEY HOULT
WILLIAM FOREST ORR
CHERIE N EDWARDS
Sarah H Godwin
Annette Marie Bratt
MICHAEL JOSEPH CRONIN
JOSEPHINE ELAINE HOFFMAN
KEENAN T BECKER
MATTHEW ERIC LARSEN
Matthew Bryan Pereira
JEREMY KRAMER
Michael J Dailey
Drew MR McClair
Kiley French
Richard E Streett
TIMOTHY GALEN MELLOTT
Glenn E. Hain
DAVIN S RUDY
JOHN STEPHEN SPAHN
AIMAN T. ALOSTA
Rikki Lisa Bowser
Michael Stuart Baldecchi
Brett Baile
TJ ATKINSON
Donna Lail
ROBERT DORT BRILL
CHRISTOPHER SHAWN SWEDBERG
STEPHEN MICHAEL WENGRYNIUK
JUAN ANTONIO BARROWES

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