Best financial advisors in Southside, WV

Registered advisers within 25 miles of Southside, WV.

Offices

32

Firms

18

Combined AUM

$3.57T

Firm-wide filings, not assets booked only here

Clients

816K

816,295 clients when Item 5C has a number

Avg / client

$4.37M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

806B VIAND STREET
POINT PLEASANT, WV 25550

10.2 miles away

CREATIVE FINANCIAL DESIGNS, INC.

19 LOCUST STREET P.O. BOX 802
GALLIPOLIS, OH 45631

ROBERT W. BAIRD & CO. INCORPORATED

352 Second Avenue
Gallipolis, OH 45631

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

342 2nd Ave
Gallipolis, OH 45631

11.1 miles away

LPL FINANCIAL LLC

334 2ND AVE, STE 1B
GALLIPOLIS, OH 45631

11.1 miles away

EVANS WEALTH MANAGEMENT

300 SECOND AVENUE SUITE D
GALLIPOLIS, OH 45631

11.1 miles away

EDWARD JONES

205 2ND AVE
GALLIPOLIS, OH 45631-1021

11.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

349 THIRD AVENUE
GALLIPOLIS, OH 45631

11.2 miles away

EDWARD JONES

2807 JACKSON AVE Suite C
POINT PLEASANT, WV 25550

11.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

11878 Winfield Rd
Winfield, WV 25213

15.1 miles away

PARK AVENUE SECURITIES LLC

13288 Winfield Road
Winfield, WV 25213

15.2 miles away

BLACKBEAR CAPITAL, LLC

107 W MAIN ST
RIPLEY, WV 25271

18.4 miles away

EDWARD JONES

420 CHARLESTON DRIVE SUITE C
RIPLEY, WV 25271

18.4 miles away

JA INVESTMENT MANAGEMENT, LLC

600B PRESTIGE PARK DRIVE SUITE 3
HURRICANE, WV 25526

18.8 miles away

FIFTH THIRD SECURITIES, INC.

3049 MT. VERNON RD.
HURRICANE, WV 25526

19.5 miles away

MONEY CONCEPTS CAPITAL CORP

135 Corporate Centre Drive Suite 542
Scott Depot, WV 25560

19.5 miles away

EDWARD JONES

3750 TEAYS VALLEY RD
HURRICANE, WV 25526

19.5 miles away

LPL FINANCIAL LLC

13 CHASE DRIVE
HURRICANE, WV 25526

19.6 miles away

J.P. MORGAN SECURITIES LLC

210 GREAT TEAYS BOULEVARD
SCOTT DEPOT, WV 25560

19.6 miles away

CETERA INVESTMENT ADVISERS LLC

23 CHASE DR
HURRICANE, WV 25526

19.6 miles away

Firms

CREATIVE FINANCIAL DESIGNS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

EVANS WEALTH MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PARK AVENUE SECURITIES LLC

BLACKBEAR CAPITAL, LLC

JA INVESTMENT MANAGEMENT, LLC

FIFTH THIRD SECURITIES, INC.

MONEY CONCEPTS CAPITAL CORP

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

Investors

RICHARD GLENN MCDANIEL

BRANDY LEIGH RICHARDS

NICHOLAS EDWIN SMITH

JAMES PATRICK SAUNDERS

MARK EDWIN SMITH

Robin Henderson Fowler

JAIME MARIE TRAYWICK

JAMES MICHAEL MRDJENOVICH

Isaac Nathan Mills

Jennifer R Rose

Lesley Catherine Marrero

Lowen Sidney Saunders

Christopher Thomas Layden

JACK PRESTON WHITNEY

MAXWELL LEE KNAPP

Michael Ryan Barton

Andrew Michael Clark

Jason Scott Moore

Whitney Prescott Stricklin

Steven Scott Deshuk

Robin Kip Bailey

Kent Patrick Bailey

MATTHEW T YOUNG

Christopher W Childress

Frances Abrevaya-Jones

MICHAEL ERNEST GREENLEAF

JEREMIAH RYAN GREENLEAF

Within 25 miles of Southside, WV, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $3.57T in combined regulatory AUM across 816,295 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 Southside

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MAI CAPITAL MANAGEMENT, LLC 132 clients · 319 advisers $52.1B AUM