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Best financial advisors in Turtle Creek, WV

Registered advisers within 25 miles of Turtle Creek, WV.

Offices
8
Firms
6
Combined AUM
$264B
Firm-wide filings, not assets booked only here
Clients
58.1K
58,051 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
BIANCO CAPITAL MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.

Investors

Patrick Scott Amburgey
KENNY ALLAN JEFFREY
Mariann Jessica Rutherford
John White
MELISSA DAWN GRASS
BRIAN ROSS
JERRY DEAN POTTER
Kirstin Selbee
ERIC SCOTT PRITT
STEPHEN WAYNE SMITH
GREGORY ALLEN DENNIS

Within 25 miles of Turtle Creek, WV, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $264B in combined regulatory AUM across 58,051 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 Turtle Creek

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

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM 5 FREEDOM FINANCIAL ADVISORS, LLC 4 advisers $13.0M AUM 6 BIANCO CAPITAL MANAGEMENT, LLC 1 advisers $2.94M AUM