Best Investors Account Sign in

Best financial advisors in Summit Point, WV

Registered advisers within 25 miles of Summit Point, WV.

Offices
137
Firms
58
Combined AUM
$9.19T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,076,559 clients when Item 5C has a number
Avg / client
$8.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAPITOL SECURITIES MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE BALDWIN GROUP WEALTH ADVISORS, LLC
MERITOAK CAPITAL LLC
PNC WEALTH MANAGEMENT LLC
TOTH FINANCIAL ADVISORY CORP
WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Investors

Cameron Seth Miller
Mary Elizabeth Galvan
Bryan A Hale
EDWARD LEE WETHERELL
Jeffrey Alan Nau
TIMOTHY ANDREW DURAY
GARY RAYMOND BARNES
MATTHEW SMOLSKY
PETER JOHN CHIPOURAS
Hannah L Forer
JEFFREY W EVELAND
Matthew H Wright
TREVOR O IKWILD
Ashlen J Garcia Rodriguez
Maryury Burbano Montano
M ELIZABETH KENNEDY-HUGHES
STEPHEN M GRAY
Scott Allen Spiers
HELEN P DE BEARN
Howard Douglas Lynes
MARY R LYNES
ANTHONY THEODORE TREMONTE
Christopher Albert Claps
James Maulfair
SEAN WILLIAM HOLLAND
MOHAMMAD REHAN
THOMAS ALBERT BOWMAN
KEVIN WILLIAM ARBOGAST
Todd Owen Pettibon
Jordan Bryant Sorrenti
Joseph Adam Scanlan
WESLEY SCOT KABANCE
KENNETH JACKSON BOWEN
Stephanie Elizabeth Muskovac
THOMAS ANDREW TOTH
BRAWN CURTIS SPROUL
Conor Joseph Mullee
DONALD MICHAEL BUSHEY
MICHAEL ANTHONY SCHIMMEL
Ruben Gonzalo Devia Arbanil
Nathan Martin Myers
JASON ANDREW SWEITZER
Robb C Mitchell
Braydon Lofstead
KRYSTYNA DZIALO KING
WILLIAM REID HOWARD
Syed A Alam
JAMES ROBERT MCDERMOTT
MARY CATHERINE SZABAT

Within 25 miles of Summit Point, WV, Best Investors lists 58 registered investment advisory firms with 137 offices nearby, managing about $9.19T in combined regulatory AUM across 1,076,559 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 Summit Point

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM