Best financial advisors in Smithburg, WV

Registered advisers within 25 miles of Smithburg, WV.

Offices

18

Firms

13

Combined AUM

$4.08T

Firm-wide filings, not assets booked only here

Clients

1.10M

1,096,929 clients when Item 5C has a number

Avg / client

$3.72M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

4377 LAMBERTON RD
PENNSBORO, WV 26415

14.4 miles away

TRUIST ADVISORY SERVICES, INC.

100 S 4TH ST
CLARKSBURG, WV 26301

20.3 miles away

THE HUNTINGTON INVESTMENT COMPANY

CLARKSBURG OFFICE 230 WEST PIKE STREET
CLARKSBURG, WV 26301

20.4 miles away

WESBANCO SECURITIES, INC.

140 W. Main Street
Clarksburg, WV 26301

20.7 miles away

EDWARD JONES

240 E PIKE ST
CLARKSBURG, WV 26301-4410

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

607 E Pike St
Clarksburg, WV 26301

21.2 miles away

EDWARD JONES

1514 BUCKHANNON PIKE
CLARKSBURG, WV 26301-4410

21.5 miles away

THE HUNTINGTON INVESTMENT COMPANY

WESTON OFFICE 121 EAST 3RD STREET
WESTON, WV 26452

22.4 miles away

EDWARD JONES

4 BROWN AVE
WESTON, WV 26452

22.8 miles away

LPL FINANCIAL LLC

16 STERLING DRIVE, STE. 203
BRIDGEPORT, WV 26330

23.5 miles away

J.P. MORGAN SECURITIES LLC

1507 JOHNSON AVENUE
BRIDGEPORT, WV 26330

23.7 miles away

EDWARD JONES

141 STATE STREET
BRIDGEPORT, WV 26330

23.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

170 Thompson Drive Suite 101
Bridgeport, WV 26330

23.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

51 Circle Heights Rd
Weston, WV 26452

23.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1000 JOHNSON AVENUE
BRIDGEPORT, WV 26330

24.1 miles away

EQUITABLE ADVISORS, LLC

2-A CHENOWETH DRIVE
BRIDGEPORT, WV 26330

24.1 miles away

OSAIC WEALTH, INC.

789 TWIN OAKS DRIVE
BRIDGEPORT, WV 26330

24.3 miles away

CETERA INVESTMENT ADVISERS LLC

139 W MAIN STREET
BRIDGEPORT, WV 26330

Firms

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

WESBANCO SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EQUITABLE ADVISORS, LLC

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

Investors

JOHN KEVIN OSBORNE

JENNA CHRISTINE BENNETT

CHARISSE Eileen PORTER

SHERRI LYNN Sharpe

Michele Kay Kroll

LACEY AMANDA SHEETS

Ryan Scott Grogg

LAURA CHRISTINE BROWNFIELD

JOHN THOMAS HALTERMAN

Nicholas Leon Roberts

Hilarion Vincent Cann

Jason Beveridge

Emily Jane Miller

Tiffany Curtis Elliott

Thomas James Newbrough

Ashley M Dunbar

Nathaniel E. Gladish

JAMIE RAE JARMON

DAVID MICHAEL PATTERSON

Benjamin Michael Hall

Richard Mason Bailey

RONALD CRAIG DEAN

JOHN STRINGER WILSON

Zackariah Clayce Spurlock

William Reid Bracken

CYNTHIA MARIE IQUINTO

RANDALL ERNEST KERNS

FREDERIC ROBERT STEELE

GABRIEL SCOTT FIEST

Within 25 miles of Smithburg, WV, Best Investors lists 13 registered investment advisory firms with 18 offices nearby, managing about $4.08T in combined regulatory AUM across 1,096,929 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 Smithburg

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM