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Best financial advisors in Wardensville, WV

Registered advisers within 25 miles of Wardensville, WV.

Offices
48
Firms
17
Combined AUM
$5.82T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,019,136 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
LEGACY FINANCIAL
LEGACY FINANCIAL
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
FIRST ADVISORS NATIONAL, LLC

Investors

Lacey Barnett Snarr
Taylor Ryan LaFever
Lora Cooper Loving
Ann Marie Stalbird
James R Bennett
BARRY DANIEL FADELY
DAVID WEBSTER THOMPSON
Justin Robert Baker
AARON PHILIP MORMANN
Crystal Gail Foltz Hollar
Stuart F Freakley
Tracy Pamela Miller
Brandon U Davis
CALAN ADELLE JANSEN
Tony Matthew Cook
Rachel Suzanne Schetrom
John Michael Cheshire
MYLES DAVID MCPARTLAND
Adam Carlin
Corey J Seymour
Erin Drumheller
Peter Wesley Walther
Jennifer Joyce Holliday
Allen Rilee Fredericks

Within 25 miles of Wardensville, WV, Best Investors lists 17 registered investment advisory firms with 48 offices nearby, managing about $5.82T in combined regulatory AUM across 1,019,136 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 Wardensville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM