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Best financial advisors in Summersville, WV

Registered advisers within 25 miles of Summersville, WV.

Offices
6
Firms
6
Combined AUM
$719B
Firm-wide filings, not assets booked only here
Clients
298K
297,804 clients when Item 5C has a number
Avg / client
$2.41M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED BROKERAGE SERVICES, INC
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
LEGACY ADVISORS

Investors

COREY ADAM BROWNING
CARL EDWARD JOHNSON
JAMES LAWRENCE DOLAN
Rebecca Diane Lyons
Jeffrey A Rader
Micah Steven Mysiuk

Within 25 miles of Summersville, WV, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $719B in combined regulatory AUM across 297,804 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 Summersville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 5 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM 6 LEGACY ADVISORS 6 clients · 1 advisers $475.7K AUM