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Best financial advisors in Wellsburg, WV

Registered advisers within 25 miles of Wellsburg, WV.

Offices
140
Firms
64
Combined AUM
$7.31T
Firm-wide filings, not assets booked only here
Clients
2.28M
2,276,860 clients when Item 5C has a number
Avg / client
$3.21M
Combined AUM ÷ clients

Nearby offices

Firms

ON INVESTMENT MANAGEMENT CO
STEELOAKS INVESTMENT ADVISERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FOUNDERS FINANCIAL ALLIANCE, LLC
WESBANCO INVESTMENT DEPARTMENT
WESBANCO SECURITIES, INC.
OPTIMA TRADE & INVESTMENTS, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
SECURITY CAPITAL MANAGEMENT

Investors

PAMELA KAY WEAVER
Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
MARK T STECKER
JOSEPH EDWARD WRIGHT
CALLEN WAYNE BRYAN
SHAWN P ROHRIG
Khoury Allan Kloss
CARRIE ELIZABETH BOWMAN
Michael Charles Gardill
JEFFREY ALLAN FEASTER
ROCKY Willard LUDWICK
PAUL ANTHONY BARNETTE
DEREK R SIMPSON
JOSHUA BLAIR SCHMALZ
Heather Nicole DeFranco
BRUCE NOEL TRUSHEL
LOUIS JOSEPH COSTANZO
ROSE LYNN WILSON
LISA FINKELSTEIN STAVSKY
SHARON J ALLER
RICKY TIMOTHY FISHER
VICKI LYNN WILEY
Perry M Reynolds
Carson Krueger
CHRISTOPHER RUSSELL WALTER
DANIEL BRADAICK
JAY CHARLES DIAS
KELSIE R DUNBAR
Spencer Brian Dolence
BRIAN D TUSSING
Brent L Blaus
ERIC S SPARLING
STEFAN LARS BRANNARE
SETH PERRY WHITE
DREW ADAM ECKLUND
DEBORAH CORDINER FERDON
JEFFREY WILLIAM HENSLER
ROSS MARK MERENDA
PAUL MICHAEL JOANOU
Emily Nicole Waters
CHRISTOPHER CHARLES FREEMAN
BERNADETTE MARIE SMITH
JOSHUA EARL BRAUNLICH
MICHAEL THOMPSON BARICKMAN
TIMOTHY MORGAN BIDWELL
TARINA SUE NEELY
JASON LEE MARSH
GREGORY FRANCIS MARQUART
WILLIAM LIAS PARAS
WALKER P. HOLLOWAY
SHANE VINCENT PAMPHILIS
THOMAS JAMES MORRISON
MARILYNN SUE ECHOLS
HAROLD BRUCE BURECH

Within 25 miles of Wellsburg, WV, Best Investors lists 64 registered investment advisory firms with 140 offices nearby, managing about $7.31T in combined regulatory AUM across 2,276,860 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 Wellsburg

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM