Best financial advisors in Weston, WV

Registered advisers within 25 miles of Weston, WV.

Offices

24

Firms

15

Combined AUM

$4.11T

Firm-wide filings, not assets booked only here

Clients

1.11M

1,109,048 clients when Item 5C has a number

Avg / client

$3.71M

Combined AUM ÷ clients

Nearby offices

THE HUNTINGTON INVESTMENT COMPANY

WESTON OFFICE 121 EAST 3RD STREET
WESTON, WV 26452

EDWARD JONES

4 BROWN AVE
WESTON, WV 26452

STATE FARM INVESTMENT MANAGEMENT CORP.

51 Circle Heights Rd
Weston, WV 26452

EDWARD JONES

4 EAST MAIN STREET
BUCKHANNON, WV 26201

16.3 miles away

J.P. MORGAN SECURITIES LLC

32 EAST MAIN STREET
BUCKHANNON, WV 26201

16.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

830 Route 20 South Rd
Buckhannon, WV 26201-3910

16.4 miles away

LPL ENTERPRISE, LLC

10 ISLAND AVE. SUITE 4
BUCKHANNON, WV 26201

16.5 miles away

EDWARD JONES

1514 BUCKHANNON PIKE
CLARKSBURG, WV 26301-4410

18.8 miles away

TRUIST ADVISORY SERVICES, INC.

100 S 4TH ST
CLARKSBURG, WV 26301

19.6 miles away

THE HUNTINGTON INVESTMENT COMPANY

CLARKSBURG OFFICE 230 WEST PIKE STREET
CLARKSBURG, WV 26301

19.6 miles away

WESBANCO SECURITIES, INC.

140 W. Main Street
Clarksburg, WV 26301

19.7 miles away

EDWARD JONES

240 E PIKE ST
CLARKSBURG, WV 26301-4410

19.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

607 E Pike St
Clarksburg, WV 26301

LPL FINANCIAL LLC

16 STERLING DRIVE, STE. 203
BRIDGEPORT, WV 26330

20.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

170 Thompson Drive Suite 101
Bridgeport, WV 26330

21.7 miles away

EQUITABLE ADVISORS, LLC

2-A CHENOWETH DRIVE
BRIDGEPORT, WV 26330

21.9 miles away

OSAIC WEALTH, INC.

789 TWIN OAKS DRIVE
BRIDGEPORT, WV 26330

22.1 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

99 Cambridge Pl
Bridgeport, WV 26330

22.5 miles away

CETERA INVESTMENT ADVISERS LLC

139 W MAIN STREET
BRIDGEPORT, WV 26330

22.6 miles away

EDWARD JONES

141 STATE STREET
BRIDGEPORT, WV 26330

22.6 miles away

Firms

THE HUNTINGTON INVESTMENT COMPANY

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

LPL ENTERPRISE, LLC

TRUIST ADVISORY SERVICES, INC.

WESBANCO SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

OSAIC WEALTH, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

Investors

Jason Beveridge

Emily Jane Miller

Tiffany Curtis Elliott

Thomas James Newbrough

Richard Mason Bailey

Nicholas Leon Roberts

Brendan Richard Cain

DANIEL REZA AFZALIRAD

Kolby Abruzzino

JENNIFER DENISE KESLING

Robert J Kimble

Hilarion Vincent Cann

JENNA CHRISTINE BENNETT

CHARISSE Eileen PORTER

SHERRI LYNN Sharpe

Michele Kay Kroll

LACEY AMANDA SHEETS

Ryan Scott Grogg

LAURA CHRISTINE BROWNFIELD

JOHN THOMAS HALTERMAN

DAVID MICHAEL PATTERSON

Benjamin Michael Hall

JOHN STRINGER WILSON

Zackariah Clayce Spurlock

William Reid Bracken

CYNTHIA MARIE IQUINTO

Austin Romeo Williams

RANDALL ERNEST KERNS

FREDERIC ROBERT STEELE

GABRIEL SCOTT FIEST

Within 25 miles of Weston, WV, Best Investors lists 15 registered investment advisory firms with 24 offices nearby, managing about $4.11T in combined regulatory AUM across 1,109,048 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 Weston

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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