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Best financial advisors in Wallback, WV

Registered advisers within 25 miles of Wallback, WV.

Offices
8
Firms
6
Combined AUM
$936B
Firm-wide filings, not assets booked only here
Clients
150K
150,485 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.
UNITED BROKERAGE SERVICES, INC
VICUS CAPITAL, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Brandon Alan McNeely
JAMES LAWRENCE DOLAN
CARL EDWARD JOHNSON
COREY ADAM BROWNING
BARRY ALAN HUNTER
Rebecca Diane Lyons
NORMAN LEE DANIELS
JOHN LOUIS SHAHEEN

Within 25 miles of Wallback, WV, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $936B in combined regulatory AUM across 150,485 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 Wallback

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM 5 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 6 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM