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Best financial advisors in South Charleston, WV

Registered advisers within 25 miles of South Charleston, WV.

Offices
76
Firms
37
Combined AUM
$8.95T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,542,434 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RETIREMENT PLANNING CONSULTANTS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
FREEDOM FINANCIAL ADVISORS, LLC
ON INVESTMENT MANAGEMENT CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J. W. COLE ADVISORS, INC.

Investors

Charles Jennings Haught
ERIC J AYERSMAN
James Cameron Vance
MICHAEL ALLEN FRONTINO
PATTY ANN LIPPS
Matthew C Carr
Jamya Berkley
Charlie DaVee
JOHN EVERETT BENNETT
MELISSA DAWN GRASS
BRIAN ROSS
JERRY DEAN POTTER
Kirstin Selbee
Jason Keith Gruse
BRETT MICHELLE HAMILTON
ROBERTA K SMITH
WESLEY HARRISON RICHARDSON
Ryan James Lang
ERIC SCOTT PRITT
WILLIAM CLIVE MANGUS
CINDY SAMOSKY MCGHEE
NEIL WILLIAM DERUITER
CHRISTOPHER ERLEWINE
JERRY ALLEN SLONE
Gregory Eldin Smith
EVAN MATTHEW SHAMBLIN
Johnny L Bane
JAMES CLIFFORD MC CLURE
ROSSITSA V GETSKOVA
Jonathan David Matuszkiewicz
Colton Losh Jones
PAULETTE ANN STREET
TAYLOR W RAAB
RONALD VANCE ARTHUR
EDWARD RAY STIKE
RALPH JAMES GOOLSBY
LORI RENE DUFFIELD
JOHN THOMAS GREGORY
TERESA LYNN YUTZY
JAMES EVERETTE STIKE
KELLIE ANN KEELING
ROBERT ARTHUR BONWELL
ROBERT ARTHUR BONWELL
ROBERT RAYMOND JONES
JOHN KEITH BURDETTE

Within 25 miles of South Charleston, WV, Best Investors lists 37 registered investment advisory firms with 76 offices nearby, managing about $8.95T in combined regulatory AUM across 1,542,434 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 South Charleston

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM